Working with deals
This page covers the operations you perform on deals day to day — creating, editing, assigning, copying, and deleting.
For the deal pipeline and stage transitions, see deal stages. For the activity feed and commenting, see comments and history.
Creating a deal
Open the deal list and use the create action. A new deal requires two fields:
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Name — a short title for the deal.
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Customer — the customer the deal is with. The customer record must already exist; a deal cannot be created without one.
The assignee defaults to the employee who creates the deal. You can also set the description, employee groups, criteria, and any custom fields the administrator has defined.
The deal is created in the Inquiry stage.
There is a second creation path that lets you create a new customer and its first contact inline, in the same step as the deal. Use this when you receive an inquiry from a customer who is not yet in the system.
Editing a deal
On the deal detail page you can change the name, description, customer, assignee, employee groups, criteria, and custom fields.
You can edit a deal while it is in the Inquiry, Negotiations, or Reserved stage. Deals in the Booked, Paid, Done, and Canceled stages are read-only.
Assignee
The assignee is the employee responsible for the deal. Change it from the deal detail page when handing the deal to another person.
The assignee is used by the permission system to determine "own" access — an employee whose role grants permissions scoped to own records can see and work on deals where they are the assignee.
Employee groups
Employee groups attached to a deal extend visibility and access to all members of those groups. For permission purposes, membership in one of the deal’s groups counts as "own" access, the same way being the assignee does.
Use groups for team pipelines — for example, a regional sales team sharing all of its deals regardless of individual assignee.
See employee groups for how groups are managed, and roles and permissions for how own and group-scoped permissions work.
Copying a deal
The copy action on the deal detail page creates a new deal based on the current one.
- What carries over
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Customer, assignee, description, employee groups, criteria, custom field values, and creatives are always copied.
You choose whether to copy the entire deal (all proposals) or only selected proposals.
- What does not carry over
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The new deal always starts in the Inquiry stage, regardless of the source deal’s stage. Payments, comments, and history are not copied.
The name is set to the source deal’s name with a "(copy)" suffix.
Use deal copy for repeat campaigns or renewals where the customer, creative assets, and inventory selections are the same or similar.
Deleting a deal
A deal can be deleted from the deal detail page, subject to the employee’s permissions.
Creatives
Creatives — the advertising materials for a deal — are managed on the deal detail page. You can upload, replace, or remove creative files.
Creatives are carried over when a deal is copied and are used when the deal is synced to CS Play for campaign playback.
Photo reports
The photo reports tab on the deal detail page collects visual evidence of the advertising placement, organized by display. Each display in the deal has its own section with the attached creatives and uploaded report files.
Upload photos and videos by dragging files onto a display section. A gallery viewer previews images and plays video.
A public link can be enabled per deal from the photo reports tab, giving the customer a URL they can open without a CityScreen Deals account. Disable the link from the same place when the campaign is over.
See photo reports for more on the photo-report workflow.