Deals (Customer/Lead)

Owned by Steve Evans
May 17, 2024
2 min read

  •  We have added a new optional function into Toucan for the recording of Deals or you could use it for “opportunities”.

  •  Creating a Deal requires the following information:

 

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  • A description of the opportunity and then two user-defined values to indicate the stage of the Deal – example stages below and also the Type of Deal used to categories Deals:

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  • A value can be assigned to the Deal which can be expressed as a single value or as a monthly recurring value or both.  A monthly value might represent the anticipated spend on products or a monthly maintenance contract etc.

  •  A Close Date is used to indicate when the sales person thinks the Deal will become an order.

  •  For each “Stage” of a Deal, you can express the % value of the Deal to be used in valuing all Deals outstanding.   For example, for Stage “Quoted” you may specify 30% so if the Deal is worth £15k, it will be valued at £4,500 etc.

  •  A new Deals option on the main menu lists and values all outstanding Deals with the ability to filter on all columns.

 

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  • This is a new optional system feature, charged extra but for existing clients, it is provided FOC.