Your First Deal

This page walks a sales manager through the core workflow in CityScreen Deals: finding inventory, building a proposal, pricing it, attaching it to a deal, moving the deal through stages, and generating a document. Each step links to the section that covers it in detail.

The whole path takes about ten minutes in a configured organization. What you see may differ from these steps if your administrator has customized entity types, fields, or processes.

Before you start

You need a user account in a CityScreen Deals organization. Your administrator creates your account and assigns you to one or more employee groups that carry the permissions you need.

If you have not signed in before, open the URL your administrator provided, enter your credentials, and log in. After signing in you land on the Dashboard.

Step by step

1. Create or find the customer

A deal in CityScreen Deals always has a customer — the customer record is required and must exist before you create the deal.

Open Customers in the main menu. If the customer already exists, find them using the search or filters. If not, create a new customer record with at least a name and any fields your organization requires.

Customers and contacts covers customer records and contacts.

2. Browse inventory

Open Displays in the main menu. Use the list view to filter displays by format, city, address, or other criteria, or switch to the map view to find inventory geographically.

Check that the displays you are interested in are active and have capacity for the dates you need.

Inventory covers display browsing, filtering, and the map.

3. Check availability

Before committing to specific displays, review their availability. The availability timeline shows which periods are free and which are already taken by proposals in Reserved or Booked state.

Availability and saturation covers the timeline and saturation calculations.

4. Create a deal

Open Deals and create a new deal. Select the customer you found or created in step 1, give the deal a name, and assign it to yourself. The new deal starts in the Inquiry stage.

Deals covers deal creation and the deal list.

5. Build a proposal

Inside the deal, create a proposal. Choose the proposal type that matches what you are selling — digital, printed, or a directory-based type configured by your administrator.

Add one or more placement periods (date ranges), then select displays from the inventory picker. The picker shows availability so you can see what is free for each period.

Proposals covers proposal creation, periods, and the inventory picker.

6. Set pricing and discounts

The pricing engine calculates the total based on the price list rates that apply to the selected inventory. Review the calculated price and apply a discount if needed — your discount is capped by the organization-wide limit or by a per-customer maximum, whichever is lower.

Discounts and limits covers discount rules and caps.

7. Move the deal through stages

As the negotiation progresses, advance the deal through its stages:

  1. Inquiry — the starting point.

  2. Negotiations — iterate on the proposal with the customer; create revisions as the offer changes.

  3. Reserved — the customer agrees and the selected inventory is held.

  4. Booked — the commitment is confirmed; inventory is occupied.

Each stage transition is a single action in the deal’s stage dropdown.

Deal stages covers the stage graph, transitions, and what each stage means for inventory.

8. Generate a document

Once the deal is booked (or at whatever stage your organization’s process requires), generate a contract, invoice, or other document from a template. Templates are configured by your administrator using entity types and placeholders.

The generated document is attached to the deal and can be downloaded or sent.

Paperwork covers document records, invoices, and reports; Templates covers producing files from them.

What comes next

  • If your organization uses business processes, some of these steps may happen automatically — a process can generate documents, send notifications, or advance the deal stage without manual action. See process automation.

  • If you need to push the booked campaign to CityScreen Play for playback scheduling, see CS Play integration.

  • If you administer the system and need to set up the organization first, start with setting up an organization.