Managing Deals

Deals represent finalized or near-final energy sales contracts that originated from a Lead. They contain information critical to fulfillment, accounting, and commissions, including supplier details, usage, contract terms, and Docusign agreements.

Create a New Deal

Step 1: Go to your /deals module in your portal.

Step 2: Click the "Create Deal" button in the top right.

Step 3: Link the Deal to an existing Lead and fill out contract info, supplier details, and financial values like uplift, sell rate, and usage.

Step 4: Click "Save" to finalize the deal entry.

Viewing Deals

Deals will appear in a searchable and filterable table format.

You can click into a deal to view and edit all related information, including documents, terms, and statuses.