Deals Overview

Documentation Index

Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt

Use this file to discover all available pages before exploring further.

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What are Deals?

Deals represent sales opportunities in your pipeline. Track deals through customizable stages from initial contact to closed won or lost.

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Deal Components

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Basic Information

Deal Title:

• Name identifying the deal
• Usually company or opportunity name
• Shown in pipeline cards

Deal Value:

• Monetary value of the deal
• Can include multiple values
• Supports different currencies
• Tracks one-time and recurring revenue

Currency:

• Currency for deal value
• USD, EUR, BRL supported
• Can be changed per deal

Revenue Type:

• One-time payment
• Monthly recurring (MRR)
• Quarterly recurring
• Annually recurring

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Pipeline Stage

Current Stage:

• Stage the deal is currently in
• Moves through pipeline stages
• Customizable stages
• Visual pipeline board

Stage Information:

• Stage name
• Stage color
• Stage order
• Default stage

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Custom Fields

Deals support custom fields:

• Track additional information
• Stage-specific fields
• Deal-specific data
• Custom field types

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Source Information

Source Campaign:

• Campaign that generated the deal
• Links deal to campaign
• Tracks lead source
• Campaign performance tracking

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Pipeline View

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Kanban Board

Deals are displayed in a Kanban-style board:

• Columns represent pipeline stages
• Cards represent individual deals
• Drag and drop to move deals
• Visual progress tracking

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Pipeline Stages

Default Stages:

• New/Qualification
• Proposal
• Negotiation
• Closed Won
• Closed Lost

Customizable:

• Add custom stages
• Reorder stages
• Set stage colors
• Define default stage

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Deal Cards

Each deal card shows:

• Deal title
• Deal value
• Key custom fields
• Current stage
• Creator information (if organization)

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Deal Statistics

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Overview Cards

Total Deals:

• All deals in pipeline
• Includes all stages
• Shows total count

Active Deals:

• Deals in progress
• Excludes won/lost
• Currently active

Won Deals:

• Successfully closed deals
• Total count
• Total value (MRR and one-time)

Lost Deals:

• Deals closed without success
• Total count
• Total value lost

Win Rate:

• Percentage of won vs total closed
• Conversion rate
• Performance metric

Total MRR:

• Monthly recurring revenue
• From all active deals
• Pipeline value

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Deal Management

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Creating Deals

Create deals:

• Manually from deals page
• Automatically from campaigns
• Via API integration
• Import from external sources

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Moving Deals

Move deals through pipeline:

• Drag and drop on board
• Select stage from dropdown
• Update via deal details
• Bulk move operations

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Editing Deals

Edit deal information:

• Update title and value
• Change custom fields
• Modify stage
• Update source information

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Deleting Deals

Remove deals:

• Delete individual deals
• Bulk delete operations
• Permanent removal
• Cannot be undone

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Deal Values

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Single Value

Simple deals with one value:

• One-time payment
• Single amount
• One currency

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Multiple Values

Complex deals with multiple values:

• Multiple revenue streams
• Different currencies
• Mix of one-time and recurring
• Total calculated automatically

Example:

• Value 1: $1000 one-time (USD)
• Value 2: $100 monthly (USD)
• Value 3: €500 one-time (EUR)
• Total: Calculated sum

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Custom Fields

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Deal-Specific Fields

Track additional information:

• Company information
• Decision makers
• Timeline
• Budget
• Competitors
• Notes

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Field Types

• Text
• Number
• Date
• Dropdown
• Multiselect
• Boolean
• Textarea

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Stage-Specific Fields

Fields can be:

• Global (all stages)
• Stage-specific
• Conditional display

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Organization View

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My Deals

View only deals you created. This is the default view.

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All Organization Deals

View deals from all organization members. Available to:

• Organization owners
• Organization admins

Features:

• See all organization deals
• Filter by creator
• View organization-wide statistics
• Note: Editing depends on ownership

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Best Practices

1. Keep Updated: Regularly update deal stages and values
2. Use Custom Fields: Track important deal information
3. Set Realistic Values: Use accurate deal values
4. Move Regularly: Update stages as deals progress
5. Document: Add notes and custom fields
6. Track Sources: Link deals to campaigns

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Next Steps