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:
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While in All Tasks, just select Deal as the task type.
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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:
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Click ‘Add Deal’
This opens the Deal creation panel. -
Fill in the following details:
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Summary – A short title or headline for the deal.
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Description – More context or notes on the deal.
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Value – The estimated monetary value of the deal.
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Assignee – Assign the deal to yourself or another admin team member.
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Contact/Organisation – Link the deal to a contact or organisation in CourseCo so it’s clear who it relates to.
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Status – Set the current stage:
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Open
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In Progress
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Done
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Won
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Lost
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Due Date – Add a date for follow-up actions (e.g., "Phone on Tuesday").
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Tags – Use tags to track where each deal is in your pipeline (e.g., "Demo Booked", "Negotiation").
You can:-
Select from existing tags
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Or create new ones
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🧭 Filtering & Managing Deals
Use the Tag Filter in the top right of your Deal view to:
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See only deals in a certain stage
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Group and prioritise deals easily
Tags make it easy to keep your pipeline organised and visualise deal movement over time.
