Getting Started with Deals

Understanding Deal Terminology in Twozo CRM

In Twozo CRM, a deal tracks a lead's journey from first contact to closure, capturing stage, revenue, probability, and key details for accurate forecasting and stronger customer engagement.

Definition

Deal stage - Indicates the specific phase a deal currently occupies within the sales process, such as prospecting, negotiation, or closed.

Deal pipeline - A visual representation of all active deals organized across stages, providing an overview of the entire sales workflow.

Expected deal value - It represents the estimated revenue calculated based on the deal amount and the probability of winning the deal.

Stage probability - The likelihood or chance that a deal will be successfully closed, expressed as a percentage.

Related contacts - People or individuals who are associated with a specific company, deal, or record but are not necessarily the primary point of contact.

Expected close date - Represents the estimated date on which the deal is expected to be closed.

Rot Days - The number of days a deal has remained inactive or without any progress in the sales pipeline.

Source - Represents the origin of the deal or where the deal came from.

Weighted value - Refers to the adjusted deal value calculated according to the current stage probability of the deal.

How to Create a New Deal in Twozo?

Creating deals in Twozo helps to manage opportunities and track their progress through the sales pipeline. Follow these steps to create a deal in Twozo:

1. From the homepage, click the Deal icon in the top left sidebar.

2. On the Deal page, click + Deal at the top right corner.

3. In the Add Deal drawer, enter the following details as described below:

Fields	Description
Title*	Name or description of the deal.
Pipeline*	Represents the sales pipeline to which the deal belongs.
Stage*	Represents the current progress stage of the deal within the selected pipeline
Won Reason*	If applicable, select the reason for why the deal was successfully closed. Note: This field is mandatory when the Won stage is selected.
Lost Reason*	If applicable, select the reason why the deal was lost or unsuccessful. Note: This field becomes mandatory when the Lost stage is selected.
Deal Closed On*	The date when the deal was closed. Note: This field is required when either the Won/Lost stage is selected.
Primary Contact*	The main person associated with the deal. Note: If the contact doesn’t exist, you can create one by entering their name, email, phone, and sales owner.
Related Contacts	Additional contacts linked to the deal who may have a role or involvement in the decision-making process.
Company	Select the company associated with the deal. If not found, create a new entry with the company’s Name, Sales Owner, and other required fields.
Deal Value	Enter the deal’s monetary value for revenue forecasting. Enter it manually or link it using a product tag.
Product	Select the product or service associated with the deal. This helps in categorizing the deal and understanding the customer’s needs.
Sales Owner*	Assign the sales representative responsible for managing the deal. This ensures accountability and proper follow-up.

Note:

An asterisk (*) next to the field indicates a mandatory field.

4. After entering all the required details, click Save.

      Alternatively, you can click Save & New to save the current deal and instantly open a new deal form for creating another deal.

      Completing all these steps ensures your deal is visible on the Deal page.

Note:

If the deal matches existing records by Contact Name, Contact Email, Phone Number, Company Name, and Company Address, the system will display a duplicate warning with suggested matching records.

What is Global Search and how do I use it?

• The global search in Twozo lets users quickly find deals, contacts, and other records by entering keywords, enabling faster access and easier navigation.

• This feature searches across Deals, Contacts, Companies, Products, Activities, Notes, and Files, helping users quickly find information without manual navigation.

• Before entering a keyword in the search bar, the following options are displayed:

Recently searched: Displays the last two keywords entered in the search bar.

Recently viewed: Displays the last 14 records you have recently created, viewed, or edited.

How to Add Non-Existing Records in the Global Search?

If no matching records are found, the system shows “No results found!” and allows adding the searched term as a new deal, contact, or company.