Creating Deals
Deals track sales opportunities through your pipeline. Every deal is linked to a lead and, through it, to a partner. You can create deals yourself, import them in bulk from a CSV, let partners create them in the portal, or have them created automatically — from your CRM or by a workflow.
Where to find it: Go to Deals and click Create Deal (top right). To import many at once, click Import next to it.
Who can use this: Any member of your team. Partners can create deals in their portal unless you disable it.
Creating a deal
Go to the Deals page.
Click Create Deal in the top right.
The Create New Deal panel opens with two modes:
Create from Existing Lead: Search for a lead and link the deal to it. The lead's company, contact and partner are shown, and if the lead has a quote or products, the deal value is filled in from them automatically.
Create with New Lead: Create the lead and the deal in one go — fill in the lead's details and pick the partner, then the deal details, in the same form.
Details
Deal name: A label for the deal. Optional — if you leave it blank, the deal takes the lead's company name (or contact name). If the Deal name standard field is hidden in your company's field settings, the field does not appear and every new deal is named automatically.
Deal value: The monetary value, with a currency selector (your company currency by default). If the lead has a quote the value is shown read-only with a From quote badge; if it has products, with a From products badge.
Tags: Organise deals with tags — see Tags.
Products: Attach products to the deal (products module, and only when no quote is attached) — the value becomes their annualised total: one-time products count once and recurring products count for a full year at their billing period. Products set to Calculators only are not offered here. See Products.
Custom Fields: Any custom fields you have set up for deals of this partner type.
Notes: Add a note, attached once the deal is created. Notes are shared with the partner.
Supporting partners: Shown when Co-selling is on (see Platform Modules) and the deal's lead already has a partner. Attach other partners of the same partner type to the deal, optionally with a role. Each supporting partner then sees the deal in its own portal — without the lead behind it or any of its money. If one cannot be attached the deal is still created and you are told which partners were skipped.
Click Create Deal to save.
What is set automatically
Stage: New deals start in the first stage of the pipeline for that partner type. You move them through stages afterwards — there is no stage picker at creation.
Expiration: Taken from the partner's deal-expiration setting, or your company default. If neither is set, the deal has no expiration.
Commission and spiffs: Calculated from your commission schemes the moment the deal is created — see Payments.
Quote: If the lead has a quote, it is copied onto the deal with its own quote number. A partner creating the deal in the portal can instead build a new quote on the deal form from a calculator that is Available on deals; that quote is used rather than the copy.
Assigned users are managed on the lead — the deal panel's Associated tab edits the lead's assigned users. The members of your team assigned to the partner are merged in automatically when the deal is created.
Deal value, quotes and products
When a quote or products drive the deal value, the value is locked — it is calculated for you and cannot be edited by hand. In the deal panel a lock icon explains: "Deal value is set by quote or products". Removing the quote or products unlocks it.
A quote sets the deal value to its annual contract value: recurring charges annualised from the quote's billing period (monthly ×12, quarterly ×4, yearly as-is), plus one-time charges counted once.
If the quote changes later, the deal value, currency and commission recalculate automatically.
Products without a quote set the value to their annualised total in the same way: one-time products count once, recurring products count for a full year.
See Quotes on Leads and Deals for the full quote workflow.
Deal stages
Stages are custom and created per partner type in Settings. Each stage has a label, an order, and one of six lifecycle phases: New, In progress, Won, Lost, On hold, and Expired. Move deals between stages by dragging cards on the pipeline board or with the stage selector in the deal panel — commission payments become due when a deal reaches the stage set in your commission scheme. See Stages.
Deal expiration
Deals have no expiration unless you configure one. Set a company-wide default number of days in Portal Settings, or override it per partner on the partner's Settings tab (see Partner Management). You can also set or remove a custom expiration date on each individual deal.
When a deal is within 30 days of expiring, a warning appears; expired deals are highlighted in red.
Importing deals from a CSV
Click Import on the Deals page to open the lead importer in its deals mode. Every row creates a lead and a deal on it — use it for new business, not to add deals to leads you already have.
Pick the deal type (referral received, referral sent or reseller), then upload — Download template gives you a CSV with exactly the columns the import expects, including deal columns that start with Deal:.
Blank deal columns fall back to defaults: the deal is named after its lead and starts at the first stage of the pipeline for that partner type.
A row whose deal data is invalid — a deal value that is not a number, or a stage value that maps to no stage — fails as a row error and nothing is created. A deal that cannot be saved still leaves its lead behind; the error report tells you to add the deal from the lead.
Partners get the same Import button on their portal Deals page when they are allowed to import leads and create deals.
The wizard, field guide, limits and error report work exactly as in Lead Import (CSV).
From the partner portal
Partners create deals from the Deals room in their portal. The deal is linked to their partnership automatically, and they only see the fields you have shared. Depending on your settings, the deal value can be hidden from partners or locked so they cannot change it. A distributor creating a deal must attribute it to one of their resellers.
If a pricing calculator is Available on deals for the partner, the add deal form shows an Add a Quote button so they can attach a calculator quote as they create the deal. If a calculator is Required on deals, the partner cannot submit until the deal has a quote, either copied from the chosen lead or built on the form. When they create the lead and deal together, a calculator that is required on leads applies too. See Quotes on Leads and Deals.
To stop partners creating deals, turn on Disable Deal Creation in the Deals room settings — existing deals stay visible. See Creating Portal Rooms.
From your CRM
With a CRM connected, deals sync two ways. Deals created in Journeybee appear in your CRM automatically. In the other direction, a deal or opportunity created in your CRM is created in Journeybee when the integration's automatic deal creation setting is on and the CRM record is associated with one of your partners. See the guides under Integrations.
From a workflow
A workflow running on leads can create the deal automatically — for example, the moment a lead is accepted. The deal is built in the same way as the Create New Deal panel builds it: name, value and products come from the lead, the currency from the lead's quote (or your company's currency when there is no quote), and commission and spiffs are calculated from your schemes. The workflow's Create deal step can also set the stage, tags and expiry, fill deal custom fields, and skip leads that already have a deal — see Workflows.
Troubleshooting
You can't edit the deal value. A quote or products are driving it. Remove them to edit the value by hand — or update the quote/products and let the value recalculate.
Creating a deal fails with no stage available. Your company has no pipeline stages for that partner type yet. Create them first — see Stages.
A partner can't create deals. Disable Deal Creation is switched on in their Deals room settings, the Deals room is not enabled for them, or a calculator they have access to is Required on deals and they have not attached a quote.
New deals have no expiration date. That is the default. Set a company or per-partner deal-expiration value if you want one applied automatically.
Deals from your CRM aren't appearing. Check the integration's automatic deal creation setting is on, and that the CRM record is associated with the partner.
Good to know
Every deal needs a lead — and one lead can have several deals.
Creating a deal does not change the lead's status. Accept or reject the lead from the deal's Associated lead tab.
Commission and spiff entries are seeded from your schemes but remain editable per deal — see Payments and Spiffs.
To customise which fields appear on deal cards and list columns, see Lead and Deal Management.