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Create and update a deal

Learn how to create a deal in Voze Pro, move it through its stages, and edit its details.

A deal keeps one sales opportunity on its company in Voze Pro: its stage, its value, when you expect it to close, and the notes from your visits.

Don't see Deals? Deals are turned on account by account, and they're in Voze Pro only, not Voze Web. Ask your customer success manager (CSM) or email support@voze.com.

Create a deal

  1. Open the Voze Pro app.
  2. Tap the plus button on the navigation bar, then tap Deal. Or open a company, tap its Deals tab, then tap New deal. When you start from a company, the company is already filled in.
  3. On New deal, enter the Deal name. Pick the Company if it isn't filled in.
  4. Pick a Stage. A new deal starts at Discovery.
  5. Add any other details you want. Description, Estimated value, Confidence, and Expected close date are all optional.
  6. Tap the checkmark to save. The deal opens on Deal details.

🔥 Hot tip: Use Confidence as a quick gut check on how likely the deal is to close, from Very low to Very high.

Move a deal to a new stage

  1. Open the deal from the company's Deals tab, or from Find on the Deals tab.
  2. On the Details tab, tap the Stage field.
  3. Tap the new stage: Discovery, Qualified, Scoping, Quoted, Evaluation, Negotiation, Closed Won, or Closed Lost.

You can move a deal back a stage the same way, or reopen a deal after it's closed.

Edit a deal

  1. Open the deal.
  2. Tap the ⋯ menu at the top of Deal details, then tap edit.
  3. Change what you need, then tap the checkmark to save.