Overview
Deals represent sales opportunities with prospective customers. Use deals to manage your sales pipeline in Apollo, organize deal details and tasks, and track progress toward closing.
Associate deals with companies and people to connect each opportunity with the right contacts. You can also sync deal data with integrated CRMs, including Salesforce and HubSpot.
Check out the following sections to see how to get started and what to do next.
Get Started
Follow these steps to set up deals and start managing sales opportunities in Apollo.
| Set Up Deals | Before your team creates deals, an Apollo admin should set up deals, including permissions, pipelines and stages, the deal form, currencies, and CRM integrations. |
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| Create a Deal | After setup, create a deal while prospecting or from Deals. You can also use workflows to create deals when specific triggers occur. |
| Access and Manage Deals | Access and manage your deals at any time from Deals. Click a deal to review its details and track related activities, including emails, calls, and meetings. |
| Report on Deals | Use the analytics dashboard in Deals > Analytics to view your team's sales pipeline health and forecasted revenue at a glance. For more details, report on deal metrics. |
FAQs
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Frequently asked questions |
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| What is a deal in Apollo? | Can I associate a deal with both a company and specific people? | Can Apollo sync deals with an integrated CRM? |
| Can deals be created automatically? | ||
What is a deal in Apollo?
A deal represents a sales opportunity with a prospective customer. Deals let you manage your sales pipeline in Apollo, organize deal details and tasks, and track progress toward closing.
Can I associate a deal with both a company and specific people?
Yes. Associate deals with companies and people to connect each opportunity with the right contacts.
Can Apollo sync deals with an integrated CRM?
Yes. You can sync deal data with supported CRM integrations, including Salesforce and HubSpot.