Deals Overview

Article author
Brandan Blevins
Updated

Overview

Deals helps you to track possible deals with prospective customers. In addition to people and company records, deals enables you to manage your entire sales pipeline directly within Apollo.

This allows you to engage prospects in more meaningful ways, keep track of everything in one place, and move deals faster. You can associate deals with both companies and people, and you can also sync them to or from Salesforce.

The following sections detail the features that are available on the deals page, as well as information about how specific roles can benefit from using them.

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Learn How Deals Impacts Your Role (SDRs and AEs)

While deals is a useful tool for most Apollo users, the following roles often benefit the most from deals.

SDRs

Sales Development Reps (SDRs) gain visibility on current or historical deals to help guide contextual conversations at both the individual and account levels. SDRs can also use the deals screen to help coach their teams and unlock additional sales dollars.

Account Executives

Account Executives gain a seamless workflow for contacts, accounts, and deals. This eliminates the need to navigate to multiple applications (Apollo, Salesforce, etc.) to access and update critical data as the sales cycle progresses. This gives you a full view of your sales funnel, from top to bottom, in one location.

Additionally, Account Executives can send and track messages and add contextual information to deals to ensure things are recorded for posterity.

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Enable Deals for Non-Admins

By default, users with non-admin roles in your Apollo account cannot access or edit deals. If you are an Apollo admin that wants to provide deals functionality to non-admins:

  1. Launch Apollo and click Settings > Permission Profiles.
  2. Click a user profile to access the permissions for it. Access a user profile.
  3. Find the Deals permissions. Click the Can access & view Deals data checkbox to allow non-admins to access deals. Click the Can add or edit deal roles checkbox to also provide non-admins the ability to add or change a contact's role in a deal. Add deals permissions for non-admins.
  4. Click Save Changes to update the permission profile.

Repeat these steps to add deals permissions to other user profiles.

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Access and Understand the Deals Page

The Apollo deals page allows you to explore, filter, and create deals from a centralized location. To access deals, launch Apollo and click Deals.

The following sections detail how to navigate and use the deals page.

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Use Table View

Click Table view to see your deals in a table format. By default, deals are placed in order based on when they were created. Use the arrows at the top of each column to sort by other values.

Use table view.

To customize the columns in the table view, click Table Column Settings.

Change the table columns.

Use Board (Kanban) View

Click Board view to see your deals in a Kanban board format. This option enables you to more easily view all of your deals organized by the current stage.

Deals

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Use Filters to Find Deals

Use the search bar to find specific deals.

Search deals.

Use filters to find deals based on details such as stage or deal owner.

Filter deals.

When using search filters on the deals page, save your searches to use them again as you would in other areas of Apollo.

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Access More Deal Information

The table on the deals page shows high-level details about all of your deals.

To access more information about each deal, either click the empty space in a row for any deal to open the details sidebar, or click the deal title to access the same information on a separate page.

Columns to Show

The details about the detail and actions you can take are the same on both the sidebar and separate page. Depending on the contact information avaialble, you can call or email the contact for the account.

From the Overview tab, you can view and add contacts, tasks, and conversations related to the deal.

View items related to the deal.

From the Activity section of the Overview tab, you can view a timeline of activities related to the deal, including any emails, notes, and conversations that have been added. You can also add a note or associate a conversation to the deal from this section.

View activities related to the deal.

From the All fields tab, you can review every Apollo field related to the deal and manage those fields.

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Export Deals

To export deals data to a CSV file:

  1. Click the checkbox next to one or more deals.
  2. Click Additional Options (...) > Export. Export deals data.
  3. Click Download to finish your CSV export.

To push deals to Salesforce:

  1. Click the checkbox next to one or more deals.
  2. Click Additional Options (...) > Push to Salesforce. Push deals to Salesforce.

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Learn About the Salesforce Integration and Deals

If you've integrated Salesforce with your Apollo account, Apollo uses the Opportunity stages you have configured on the Salesforce side for your deals stages, and automatically disables the creation of new deal stages. Refer to Configure Your Salesforce Pull Settings for help with mapping fields to deals.

Apollo does this because it is not possible to create or update Opportunity stages through the Salesforce API. The Salesforce Opportunity page is configured as read-only, which means Apollo can only pull this data from Salesforce.

Also, removing a contact from a deal in Apollo does not remove them from your Opportunity in Salesforce. Unlike Apollo, Salesforce does not allow the same contact to have multiple contact roles listed. Instead, any contacts with multiple roles will appear multiple times (once for each role) in the Contact Roles section of a Salesforce Opportunity.

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Create Deals

Ready to create a new deal in Apollo? Check out Create Deals in Apollo to learn more, including how to keep track of your deals-related action items with tasks.

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Turn Off Deals

If your team wants to hide deals-related functionality for operational reasons, launch Apollo and click Settings > Deals. Then, toggle the Show Deals related functions... slider off.

Disable the deals feature.

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