The Deals menu is a menu for managing sales, tickets, and projects. This menu is used to manage all information and activities related to sales, tickets, and projects.

1. To access the Deals menu, start by logging into your Qontak account, then select the Deals menu.
   

2. Then select the “All deals” tab.
   

3. You will be directed to the main Deals page. Below is an explanation of each feature.
   

No.	Feature Name	Description
1	Number of Deals	Displays the number of deals currently shown compared to the total number of all deals.
2	Pipeline	Used to select the Pipeline you want to display on the Deals page so you can manage deals based on the selected pipeline.
3	Filter	Used to filter the list of deals based on certain criteria.
4	Deal	Displays brief information about the deal, such as customer name, deal value, priority, status, creation date, estimated closing, and other information.
5	More Actions	Used to display additional actions that can be performed on the Deals page. Details: Bulk edit deals: Used to update information on multiple deals simultaneously. Bulk add and update deals: Used to add or update deal data in bulk via import files. Bulk add and update products: Used to add or update product data in bulk via import files. Edit deals properties: Used to manage properties that are used as attributes on deals.
6	Create Deal	Used to create a new deal. The following options are available in the Create Deal menu:   Details: Single deal: Used to manually create one new deal. Multiple deals: Used to create multiple deals at once through the import process.
7	Board View	Used to display the list of deals in a Kanban view based on the stages in the pipeline.
8	List View	Used to display the list of deals in list form.
9	Deal Search	Used to search for deals by name.

4. The Deals menu can also be customized according to user needs, both from the types of pipelines and stages, which can be configured in the Properties menu. Learn here how to customize deals needs through the Deal Properties submenu.
   

5. To modify, download, or delete multiple deals at once, check one or more deals, then click “Actions”, and choose one of the following actions.
   

   Actions such as modifying, downloading, or deleting multiple deals can also be performed through the List View with the same steps as in the Board View.

6. If you want to see the details of a Deal, you can click directly on the Deal name you want. Then you can view all information and history of your Deal as shown below.
   

7. To perform an approval, you can access the “Need my approval” tab.  
   

8. Then check one or more deals you want to approve. Click “Approve” to approve the selected deals.
   

 That is an overview of the main Deals page.