Access and Manage Deals

Overview

Deals help you track sales opportunities with prospects. Once you create a deal, you can manage the deal across its lifetime and oversee your entire sales pipeline directly within Apollo.

The following sections show how you can manage, action, and export your deals.

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Manage Deals

To manage your deals:

1. Launch Apollo and click Deals.
2. Review your team's deals.

3. By default, your deals are arranged in a table view and ordered based on when they were created. Click a column header to sort by the column.
   
   Click Freeze column to float the column over your results as you scroll.

4. To customize your view, click View options.

5. Click Kanban board to see your deals in a Kanban board format. This option allows you to more easily view your deals organized by current stage.

6. Click Fields to customize the columns present on the deals page. Then, click Add fields to table to add more fields to your deals layout, or click the X to remove a field from your layout.

7. When finished, click ✗.
8. To save your view, click Save as new view.

9. To find specific deals, use search filters and hone in on details like stage or deal owner.

10. Click a deal to access complete information about it. From your deal, you can add and view contacts, take action on tasks and create new tasks, add notes, and associate phone calls and recorded meeting conversations with the deal.
    
    You can also review and manage any fields related to the deal, including the deal stage.

You have now accessed and managed deals in Apollo.

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Follow Up on Inactive Deals

By default, Apollo alerts you and your teammates to follow up any deal that hasn't experienced any activity in the last 14 days. This enables you to more easily find and manage deals that need attention.

To find deals that have been marked for follow up:

1. Launch Apollo and click Deals.
2. A Follow-up counter appears to inform you how many deals have not received attention recently. Click the Stats tab to access more details.
   
   If no deals require review, the counter does not appear.
3. Use the Follow-up timeframe to change how long deals should remain inactive before your team is alerted. By default, the timeframe is set to 14 days.
   
   You can also filter deals by an individual or multiple deal owners.
4. Click a deal to access more information. From your deal, you can add and view contacts, take action on tasks and create new tasks, add notes, and associate phone calls and recorded meeting conversations with the deal.
   
   You can also review and manage any fields related to the deal, including the deal stage.

You have now accessed and managed your inactive deals in Apollo.

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Export Deals via CSV

To export your deals to a CSV file:

1. Launch Apollo and click Deals.
2. Click the checkboxes for each of the deals you want to export.
3. Click ... > Export.
4. Click Export records to start the CSV export process. When the export is ready, download the CSV.

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