Admin | Deal Management Tasks

Deal Management in CourseCo gives your sales team a streamlined way to manage and track their pipeline—similar to assigning an admin task, but designed specifically for sales deals.

💡 Contact us to enable this Add On feature or to request a demo.

You can add deals in two ways:

• While in All Tasks, just select Deal as the task type.

• Or, while on a Contact, go to the Deals tab and click Add Deal.
  This is especially handy if you’ve just added a new contact and want to quickly log a deal—add the basics now and update more details as you hear back from the client.

➕ Adding a New Deal

To create a new Deal:

1. Click ‘Add Deal’
   This opens the Deal creation panel.

2. Fill in the following details:

   • Summary – A short title or headline for the deal.

   • Description – More context or notes on the deal.

   • Value – The estimated monetary value of the deal.

   • Assignee – Assign the deal to yourself or another admin team member.

   • Contact/Organisation – Link the deal to a contact or organisation in CourseCo so it’s clear who it relates to.

   • Status – Set the current stage:

     • Open

     • In Progress

     • Done

     • Won

     • Lost

   • Due Date – Add a date for follow-up actions (e.g., "Phone on Tuesday").

   • Tags – Use tags to track where each deal is in your pipeline (e.g., "Demo Booked", "Negotiation").
     You can:

     • Select from existing tags

     • Or create new ones

🧭 Filtering & Managing Deals

Use the Tag Filter in the top right of your Deal view to:

• See only deals in a certain stage

• Group and prioritise deals easily

Tags make it easy to keep your pipeline organised and visualise deal movement over time.