Create Deals in Apollo

Article author
Brandan Blevins
Updated

Overview

Deals help 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.

You can also add tasks specifically related to your deals. These tasks ensure that you are aware of any actions you need to take to progress your deals to the next stage on time.

Refer to the following section to learn how to create new deals and add tasks for your deals.

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Create a New Deal

To create a new deal:

  1. Launch Apollo and click Deals.
  2. Click New Deal. Create a new deal.
  3. Enter information for the required fields:

    Deal name: This is the name of the deal. It can be anything that you choose, but it is best to keep it specific and descriptive.
    Deal stage: This is the stage for the deal in the pipeline. The available options in the drop-down are populated by the stages you have defined in your settings.
    Account: This is the company that is associated with the deal.
    Next step: Enter details about the next action that needs to be taken on this deal.

    You can decide whether to enter details for the other fields, including any custom fields that your team includes in deals. Enter deal information.
  4. Click Save.

Once created, your deal is added to the deals page.

 
Deal Stages and Salesforce

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.

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.

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Change Fields in Deal Form

If you are an Apollo admin, you can change which fields are required when anyone in your organization creates a deal and add more fields to the deal creation form. To do so:

  1. Launch Apollo and click Deals.
  2. Click New Deal. Create a new deal.
  3. Click Customize deal form. Customize your deal form.
  4. Click the Set as required checkbox for a field to make it a required field or not. Set a field as required.
  5. Click and drag a field's left handle to change its position in the order when creating a new deal. Sort the fields.
  6. Click the trash can icon to remove a field from the deal creation form. Remove a field from the form.
  7. Click Save to update the deal creation form for your team.

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Add Deal Tasks

Tasks help keep you on track with any action items that you need to complete for a deal.

To add a task for a deal:

  1. Launch Apollo and click Deals.
  2. Click My Deal Tasks. Find your deal tasks.
  3. Click New task. Add a new task.
  4. Select and enter all relevant details for the task, including: the task's deal, the name of the task, a due date, and the priority of the task. Then, click Create task. Enter details for your task.
  5. Click the Upcoming tab to view you task.

Alternatively, you can add a task from the deal's page. To do so:

  1. Launch Apollo and click Deals.
  2. 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
  3. In the Details tab, find the Tasks section. Then, click the + icon. Add a task.
  4. Select and enter all relevant details for the task, including the name of the task, a due date, and the priority of the task. Then, click Create task. Enter task details.

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Track Deal Tasks

You can track and complete your tasks in several areas across Apollo, including:

  • The Apollo task manager.
  • The Apollo control center.
  • The My Deal Tasks sidebar.
  • A deal's page.

To find your tasks in the control center:

  1. Launch Apollo and click HomeControl center.
  2. Find the To-do list section and click Tasks. Here, you can find all of your action items in Apollo, including your deal-related tasks. Find your tasks.
  3. If you click the checkbox for a task, you can perform a variety of actions, including reassigning the task to someone else and marking the task as complete. Take action on your tasks.

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