This document explains how the Deal Module works in WORTAL CRM, including the deal lifecycle, the Deal List (Table View), creating a deal, and the Deal Detailed View. It is written as a website-ready product explainer with clear sections and scannable formatting.
What is the Deal Module? The Deal Module is used to manage qualified sales opportunities. It helps teams track deals through pipeline stages, maintain commercial details, log activities, generate quotations, and manage the full deal lifecycle until the deal is marked Won or Lost.
Core Features of Deal Module View deals in:
Table View
Pipeline (Kanban) View
Search and filter deals Manage pipeline stages (from Prospecting to Won/Lost) Create new deals and link them with Person and Organization Add products and auto-calculate deal amount
Log activities:
Calls
Meetings
Visits
Follow-ups
Bulk update:
Stages
Assigned users
Send templates for bulk communication Generate quotations
Maintain supporting records:
Notes
Docs
History
Chat (WhatsApp API dependent)
Ensure traceability via history logs
Deal Lifecycle Flow Standard flow:
Create Deal → Stage = Prospecting → Add Product → Schedule Activity → Move to Demo → Move to Proposal → Move to Negotiation → Mark Won → Revenue booked
Conversion to Deal
Purpose of Convert Button
Navigation Path: Sales Module → Lead → Click Lead’s Name → Convert
When the user clicks Convert (top right of Lead Detail), the system:
Opens “Convert to Deal” screen
Pre-fills lead data
Creates a Deal record
Moves lead into Deal pipeline
Important notes:
Lead remains as a history record
Deal becomes the active sales opportunity
Logged communications can move to the deal (as per system design)
Convert to Deal – Screen Structure
Sections:
Deal details
Contact details
Person address details
Product details
Recurring deal
Other details (custom fields)
Deal Details Section Deal name * (auto-filled from lead, editable) Stage * (defines pipeline stage, e.g., Prospecting) Source (auto-filled, editable) Close date (forecasting and reporting) Remark Description
Contact Details Section Converts lead into:
Person
Organization (optional)
Includes:
Person name * (auto-filled, new marked as “NEW” where applicable)
Organization name (optional)
Contact number (auto-filled, editable)
Email (auto-filled, editable)
Special dates (optional)
Person Address Details Billing address (select or create if missing) Shipping address (select or create if missing)
Product Details (Expandable) Used to add products linked to the deal for:
Quotation generation
Commercial readiness
Typical fields:
Product name
Quantity
Rate
Recurring Deal Yes / No If Yes, deal can repeat automatically (if enabled)
Submit Button (Conversion Result) On Submit, the system typically:
Creates a new Deal
Links deal to lead
Creates person (if new)
Creates organization (if new)
Links address
Moves opportunity into Deal pipeline
Marks lead as Converted (based on logic)
What Happens After Conversion (System View) Lead status → Converted Deal stage → Prospecting (or selected stage)
Data flow: Lead → Person → Deal → Revenue pipeline
Activities can be moved into the deal to maintain a single timeline (if configured)
When to Convert (Business Logic) Convert only when:
Buyer shows serious interest
Product discussion is done
Pricing discussion has started
Revenue expectation is defined
Do not convert:
On the first call
Without qualification
Without product confirmation
Common Mistakes and Best Practices
Common mistakes Converting without setting stage Not adding close date Not adding product details Creating duplicate person records
Best practice checklist (before convert) Product selected Estimated amount entered Next follow-up planned Decision maker identified
Lead Detailed View
Purpose of This Screen
Navigation Path: Sales Module → Lead → Click Lead’s Name
The Lead Detail screen is used to:
View complete lead information
Update status
Add follow-ups
Log calls, meetings, and visits
Send WhatsApp or Email
Add tasks
Store notes and documents
Track full lead history
Convert lead into Deal
Top Header Area Back to Lead List Lead name with icons:
Edit icon (opens Edit Lead form)
Copy icon (duplicates lead)
Status dropdown (editable)
Follow button (subscribe to updates, if enabled)
Convert button (convert to Deal)
Left Panel – Lead Information Summary
Typically includes: Basic details: phone, email Remarks box (quick entry, often limited length)
Business information:
Business name
Source / sub-source
Status
Lead type
Special dates
Description
Address details
Lead details:
Lead ID
Product
Amount
Website
Assigned user (owner)
Right Panel – Activity Management
Tabs Available
Activities
Tasks
Notes
Docs
History
Chat
Activities Tab
Includes:
Activity count
Filters:
All
Call
Meeting
Mail
Visit
Activity cards with:
Type
Description
Created by
Created date
Status tag (Log, Held, Call Later, Interested, etc.)
Three-dot menu (edit/delete based on permissions)
Log and Follow-up Log records a completed interaction Follow-up schedules the next interaction
Communication Button
Options includes:
WhatsApp
Email
(Depends on integrations.)
Activity Logged Detailed View
When It Appears
Triggered when the user opens any logged activity such as:
Follow-up call
Initial call
Demo meeting
Visit
What It Shows View mode (read-only) Three-dot menu (edit/delete if permitted)
Activity type header:
Activity title
Response status (Held, Unheld, Interested, etc.)
Duration
Detailed fields:
Direction
Date and time
Summary
Attendees
Linked lead
Mobile number
Email ID
Updated by / created by
Why This Sidebar Matters
It ensures:
No activity can be denied
Managers can review call quality
Timeline integrity
Team accountability
Strong sales tracking discipline
Tasks, Notes, Docs, History, Chat
Tasks Tab Used to assign tasks related to the lead, such as:
Send quotation
Call tomorrow
Visit warehouse
Notes Tab Used for internal notes and future reference.
Docs Tab Used to store lead-wise documents:
Quotation PDF
Product catalogue
Agreement copy
History Tab Shows complete change history, such as:
Lead created
Status changes
Assigned user changes
Product updates
Other modifications
(Also used for transparency and audit.)
Chat Tab Used to chat with clients when WhatsApp API integration is enabled.
Edit Lead Opened via the Edit icon. Fields commonly include:
Lead name
Contact number
Email
Source
Status
Lead type
Product
Business name
Address
Amount
Make changes and click Submit to save changes.
Create Lead
Purpose of This Screen
Navigation Path: Sales Module → Lead → Click on + Inquiry
The Create Lead screen is used to:
Add a new enquiry manually
Capture complete lead information
Assign source and status
Store contact and business details
Mark recurring leads
Maintain structured data from day one
This is the entry point of the sales pipeline.
Top Header Area
Back Arrow Returns to Lead List without saving.
User Dropdown (Top Right) Shows assigned user for the lead.
Settings Icon Used for lead configuration and custom field settings.
Section: Basic Details
Lead Name * (Required) Enter the full name of the contact or business.
Examples:
Rajesh Patel
Amit Textiles
Mandatory field.
Contact Number Country code selector (default: +91) Plus icon supports multiple contact numbers.
Best practice: always enter at least one valid number.
Email Optional but recommended. Plus icon supports multiple emails.
Source (Dropdown) Examples:
IndiaMART
Google Ads
Facebook
WhatsApp
Cold
Offline
Important for marketing tracking.
Status (Default: New) Pre-selected as “New” Can be changed during creation if needed
Lead Type (Dropdown) Used to categorize lead type (example internal categories: Hot, Warm, Cold)
Remark Short note about the first conversation. Example: “Looking for 500 pcs cotton shirts.”
Description Detailed explanation of requirement for internal clarity.
Show Other Details (Expandable) Use this section for advanced information.
Lead Details (Expanded)
Business Name Company or firm name.
Website Official website (if available).
Alias Alternative name or short code for internal use.
Lead ID Unique internal identifier (if manually assigned).
Amount Expected deal value. Used for forecasting and reporting.
Special Dates Optional checkbox for special date tracking (example: birth date, anniversary).
Address Section
Typical fields:
House no / building name
Road name / area / colony
Landmark
Country
State
City
Pin code
Best practice: Fill city and state correctly for location-based filtering.
Recurring Lead Options:
Yes
No (default)
If Yes: Marks lead as recurring (repeat buyer pattern)
Other Details (Custom Fields) All custom fields created in settings appear here.
Bottom Action Buttons
Cancel Discards entered data.
Submit Saves the lead.
After submission:
Lead appears in Lead List
Assigned status is applied
Owner is assigned (based on system logic)
Step-by-Step Workflows
Scenario 1: Manual Entry from Phone Call
Click + Lead Enter lead name Enter contact number Select source = Cold / Call Keep status = New Add a short remark Click Submit
Scenario 2: High Value Business Lead
Fill basic details Expand “Show Other Details” Add business name Enter product Enter expected amount Fill address Submit
Common Mistakes and Best Practices
Common mistakes Not selecting source Not writing remark Leaving amount empty for high-value leads Skipping business name for B2B leads
Best practices Always enter: source, product, remark For serious enquiries: fill amount, business name, and address Mark recurring if it is a repeat buyer
Bulk Actions (Mass Operations)
Bulk Actions Bar
When multiple leads are selected, a bottom action bar appears with options like:
Update
Delete
Export
Send Template
Example label: “10 Leads Selected”
Bulk Update (Lead Mass Update Panel)
How to Open Select leads → Click Update → Side panel opens
Tabs in Mass Update
Status Tab Change status for all selected leads in one action.
Example: Select 50 leads → change status to “Contact in Future”
Assigned User Tab Reassign selected leads to another user.
Example: Reassign 100 IndiaMART leads to a new sales executive
Source Tab Update lead source in bulk.
Example: Move “Cold” leads to “Campaign” Click Submit to apply changes to all selected leads.
Bulk Export (Lead Mass Export)
Export Tab Choose format:
XLSX (Excel)
CSV
Select fields to export, such as:
Name
Account name
Alias
Email
Contact number
Website
Custom fields
Click Export to download the file.
Export History Tab Shows:
File name
Exported leads count
Exported by
Date and time
Status (Completed)
Previously exported files can be downloaded again.
Import Lead (Bulk Upload)
How to Open Click + Lead → Import Lead
Import Tab Steps:
Download template (Excel format)
Upload file (.xls / .xlsx)
Max limit: 1000 entries per upload
Select file → Upload
Import History Tab Shows:
File name
Leads imported
Leads skipped
Errors found
Uploaded by
Date and time
Status (Completed / Error)
If errors occur, the system shows error count for correction.
Lead List View
Purpose of This Screen
Navigation Path: Sales Module → Inquiry Or Lead
The Lead List screen is the main workspace to:
View all leads
Search and filter leads
Change lead status instantly
Assign or reassign users
Perform bulk updates
Add, import, and export leads
Take quick actions (Call, Meeting, Visit)
Customize columns
Check key lead info at a glance
If leads are managed daily, this is the primary screen used most often.
Top Action Area Search Bar (Ctrl + K) Search by:
Name
Phone number
Email
Business name
Shortcut: Press Ctrl + K for instant search
Filter Button (Funnel Icon) Use filters to narrow the list by:
Status
Source
Assigned user
Date range
Custom fields
Other available filters (based on configuration)
After applying filters, only matching leads appear.
View Toggle (List Icon) Switch between:
List View
Kanban View (Card View)
This changes layout only and does not change lead data.
Column View / Customize Columns Click the column icon to open Customize Columns. You can:
Enable or disable columns
Reorder columns
Reset to default
Notes: Locked columns (🔒) cannot be removed. Extra fields can include: Alias, Email, Product, Amount, Business Name, Address, and others.
+ Lead Button Options:
Add Lead (manual entry)
Import Lead (bulk upload via Excel)
(Column-by-Column Explanation)
Each row represents one lead.
Checkbox Select leads for bulk actions.
Top checkbox selects all visible leads.
Name Click Lead name to open Lead Detail.
Sortable (A–Z / Z–A).
Phone Shows the primary contact number.
Status (Editable Directly From List) Status can be updated directly from the list:
Click the status label to select a new status.
Typical statuses:
New
Assigned
Contact in Future
In Process
Dead
Changing status updates the lead immediately.
Source Shows enquiry source, such as:
IndiaMART
Google Form
Facebook
WhatsApp
Cold
Offline
Others (based on setup)
Created At Shows lead creation date and time.
Sortable.
Useful for:
Daily tracking
Lead ageing
Remark Shows the latest remark for quick context without opening Lead Detail.
Assigned User (Editable From List) Assigned user can be changed from the list:
Click assigned user and select another user.
Ownership updates immediately.
Updated At Shows last modification date.
Useful for identifying inactive leads.
Row Action Menu (⋮ Three-Dot Menu)
Available Actions
View
Edit
Duplicate
Convert Lead
Call
Meeting
Visit
Delete
Action Definitions
View Opens Lead Detail screen.
Read-only if permissions are restricted.
Edit Opens Edit Lead form.
Editable fields commonly include:
Lead name
Business name
Status
Product
Contact details
Source
Other configured fields
After saving, the table updates immediately.
Duplicate Creates a copy of the existing lead:
Same details
New ID
Status reset to default
Used for repeat leads.
Convert Converts a lead into a deal:
Lead details are carried forward
New deal ID is created
Stage may be selected as required
Used for qualified leads that are ready to enter the revenue pipeline.
Call / Meeting / Visit Opens the relevant logging panel linked to the lead.
After saving, the activity appears in Lead Activities.
Delete Deletes the lead (typically with confirmation).
After confirmation, the lead is removed permanently.
Introduction
This document explains how the Lead Module works in WORTAL CRM, including the lead lifecycle, the Lead List (Table View), creating a lead, and the Lead Detailed View.
Covering:
Lead List (Web Version)
Create Lead
Lead Detail
Convert to Deal
What is the Lead Module?
The Lead Module is the entry point of the sales process in WORTAL CRM. It is used to capture, manage, track, and qualify enquiries received from multiple sources such as IndiaMART, WhatsApp, calls, Google Ads, Facebook, offline campaigns, and more.
A Lead represents a new enquiry or buyer interest that has not yet become a confirmed sales opportunity.
This module ensures:
No enquiry is missed
Every follow-up is tracked
Sales team accountability is maintained
Owners have full visibility on progress
Qualified leads are converted into Deals in a structured manner
Core Features of Lead Module
The Lead Module allows users to:
View all leads in a centralized list
Search and filter leads
Update lead status
Assign or reassign users
Perform bulk updates
Import and export leads
Log calls, meetings, and visits
Schedule follow-ups
Store notes and documents
Track full activity history
Convert leads into deals
Lead Lifecycle Flow
Lead → Follow-up (Call / Meeting / Visit) → Qualification → Status Update → Conversion to Deal → Revenue Opportunity
Daily Workflow Guide
Salesperson Workflow
Login Check new leads and follow-ups Call leads Update status from list Add remark Set follow-up (inside Lead Detail)
Owner Workflow
Filter → Created Today Check new leads count Filter by status to check progress Bulk reassign if needed Sort by Updated At to find inactive leads
Common Mistakes and Best Practices
Common mistakes
Not assigning leads Not updating status Writing remarks in WhatsApp but not in CRM Leaving too many leads in “New” status
