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Add a deal in the CRM

In this article, we will explain how to add a deal in Sendinblue CRM.

In most CRM systems, the term deal represents an opportunity to sell your services or your products. 
Deals usually come with custom deal stages, which will allow you to visualize the sales pipeline and estimate future revenues. The final deal stage is closed won or closed lost.

There are two ways you can add a deal in the CRM:

Before you start

Manually create a deal

To manually create a deal:

  1. From the Deals page or from a contact details page, click Create Deal.
  2. Fill in the deal information:
    create_deal_EN.png
    • Deal Name: name of the deal
      Example: Coinbase Upsell
    • Deal Owner
    • Amount: the value of the deal in your default currency
      Example: $10,000
    • Deal Stage: stage of the deal you are currently in
      Example: In negotiation
    • Expected close date: the date when the deal is expected to be closed
      Example: 21st June 2021
    • Related contact: one or several contacts with whom the deal is associated with
      Example: John Hollins
    • Add timeline activity from Related contact to this deal: previous activities added to the selected related contacts will also be added to the deal history (all activities or activities from the last 30/60/90 days only)
  3. Click Create

You can find the created deal in CRM > Deals. The deal can also be found on the details page of the contacts associated with the deal.

Import deals from a file

💡 Good to know
We have created a sample import file that you can download and update with your own data.
The format of a deal import file should follow the same guidelines as a contact import file. Learn how to format an import file in our dedicated article Format your contact import file.

Step 1: Import your file

To import deals from a file:

  1. From the Deals page, click Import deals.
  2. Select your import file or drag and drop it within the outlined area. You will see a preview of the deals data to be imported from your file. The table header shown in the preview is the same as the one in your import file.
    mceclip0.png
  3. If the data shown is correct, click Confirm your file.

Step 2: Map your data

You will now indicate how Sendinblue should match the data from your import file to your Sendinblue deals list. We will attempt to correctly match the data from your file to an existing deal attribute.

Match the data to a different attribute

  1. Click on the drop-down menu in the Deal attribute column.
  2. Select the desired attribute.
    2021-11-15_16-30-43.gif

Cancel the import of a specific data

  1. Click on the drop-down menu in the Deal attribute column.
  2. Select Do not import.
    2021-11-15_16-31-52.gif

Define a new attribute

  1. Click on the drop-down menu in the Deal attribute column.
  2. Select Add a new attribute.
  3. Enter the new attribute name.
  4. Click on Create.
    2021-11-15_15-39-16.gif

Once you are done with the data mapping, click on Confirm. After processing your import, we'll provide you with a downloadable detailed report where you'll see the import date and source, as well as the number of imported, new, and not imported deals.

You can find the imported deals in CRM > Deals.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.