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Manage Deals

Manage Deals

Section titled “Manage Deals”

Once your pipeline is set up, managing deals is where your team spends most of their time. This guide covers moving deals through stages, tracking progress, and recording outcomes.

Moving a Deal to the Next Stage

Section titled “Moving a Deal to the Next Stage”

There are two ways to advance a deal:

From the Kanban View

Section titled “From the Kanban View”
  1. Navigate to Opportunities and switch to Kanban view
  2. Find the deal card in its current stage column
  3. Drag the card to the next stage column
  4. If the stage has required fields, HARi will prompt you to fill them before confirming the move

From the Record Page

Section titled “From the Record Page”
  1. Open the opportunity record
  2. Look at the BPF bar at the top of the page — it shows all stages with the current stage highlighted
  3. Click the next stage in the BPF bar
  4. Fill in any required fields that appear
  5. Click Confirm to advance

Required Fields and Validation

Section titled “Required Fields and Validation”

When a stage has required fields configured, HARi enforces them before allowing the deal to move forward. This keeps your data clean and ensures your team follows the process.

If a required field is missing:

  • HARi displays a clear message listing the fields that need to be filled
  • The deal stays in its current stage until all requirements are met
  • You can fill the fields right from the prompt without navigating away

Tracking Win/Loss

Section titled “Tracking Win/Loss”

When a deal reaches its final outcome:

  1. Move the deal to Closed Won or Closed Lost
  2. For Closed Won: The deal value is added to your revenue totals and dashboard metrics
  3. For Closed Lost: HARi prompts for a loss reason (e.g. “Price too high”, “Went with competitor”, “No decision”)

Recording loss reasons helps you identify patterns and improve your sales process over time.

Deal Timeline

Section titled “Deal Timeline”

Every deal record has a timeline showing all interactions:

  • Emails sent and received
  • Notes added by team members
  • Stage changes with timestamps
  • Tasks completed
  • Meetings logged

This gives any team member full context on a deal without asking colleagues for updates.

Filtering and Sorting Deals

Section titled “Filtering and Sorting Deals”

Use saved views to focus on what matters:

  • My Open Deals — Filter by assigned user and exclude closed stages
  • Closing This Month — Filter by expected close date within the current month
  • High Value — Sort by deal value descending, filter above a threshold

Next Steps

Section titled “Next Steps”