28 min of content
Home > Ontraport for sales teams > Tracking opportunities with Deals
SUMMARY
Tracking opportunities with Deals
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4 lessons
Use Ontraport’s visual sales pipeline features to track every deal, and make sales projections so you know where to allocate your team's resources.
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SECTION OVERVIEW
Lessons for tracking opportunities with deals
Get an overview of Deals and Companies so you can visually monitor deals in your sales stages and organize your communication.
You'll learn
- How to link deals you’re working on to companies you’re working with
- How you can streamline communication in a B2B relationship
- How to house all your related campaigns, forms and messages together
- How to see all the related contacts when you’re working on a deal
Learn how to set up and navigate between your deals, companies and contact records in your Ontraport account.
You'll learn
- How to add the Deals and Companies feature to your account
- How to navigate between your records using Quick View, Detail View and Table View
- Tips for customizing your navigation bar
Learn how to manage your pipeline and boost your sales using Ontraport’s default groups and automation features.
You'll learn
- How to sort prospects into the seven sales stages for easier sales oversight
- How to use the seven default Deals groups
- How automations help keep your deals up to date
Pipeline projections let you predict incoming revenue from your sales pipeline so you can make smart business decisions.
You'll learn
- How to estimate how many deals you’re likely to close and when
- How to determine a deal’s value and how likely you are to win it
- How to create a weighted sales pipeline
- How to use pipeline projects for business planning
Features
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