This article covers how to use the Deal Card on a contact record in Keap™, including how to view deals associated with a contact, move a deal to the next pipeline stage, move a deal to a specific stage, and change the deal status. This article does not cover creating new deals or configuring pipeline stages. For help managing deals in detail, see how to manage deals in Keap.

Why the Deal Card Helps You Manage Sales Without Leaving a Contact Record

Switching between a contact record and the pipeline to update a deal status or move a deal to the next stage takes time away from client interactions. The Deal Card in Keap displays all deals associated with a contact directly on the contact record, so you can view deal details, advance a deal through the pipeline, and update a deal status without navigating away from the contact. A Deal Card is a record that tracks a potential sale through various pipeline stages and can be associated with multiple contact records.

How to View and Update Deals Using the Deal Card on a Contact Record

Follow these steps to find a contact's Deal Card and update the associated deal from the contact record in Keap.

1. Search for the contact associated with the deal in the Keap CRM search.

2. Open the contact record. The contact record displays the Deal Card for any deals associated with that contact. If the contact has multiple deals, the Deal Card displays the total count of deals associated with the contact.

   

   The screenshot above shows a contact record in Keap with the Deal Card visible. The Deal Card displays the deal information for the contact. When multiple deals are associated with the contact, a count appears on the Deal Card indicating the total number of associated deals.

3. Select the Deal Card to open the deals panel on the right side of the contact record. The deals panel displays all deals associated with the contact.

4. Select Move to Next Stage to advance the deal to the next stage in the pipeline automatically.

   

   The screenshot above shows the deals panel on a contact record in Keap with the Move to Next Stage button visible. Selecting Move to Next Stage advances the deal to the next stage in the current pipeline without requiring manual stage selection.

5. To move the deal to a specific stage rather than the next sequential stage, select the Stage dropdown and choose the desired pipeline and stage from the dropdown menu.

   

   The screenshot above shows the Stage dropdown menu in the deals panel on a Keap contact record. The dropdown displays the available pipelines and stages. Selecting a pipeline and stage from the dropdown moves the deal directly to the selected stage regardless of the current stage order.

6. To change the deal status, select the current deal status displayed on the Deal Card and choose the new status from the dropdown menu that appears.

   

   The screenshot above shows the deal status dropdown on the Deal Card in Keap. The dropdown displays the available deal status options. Selecting a new status updates the deal status immediately on the contact record.

7. For more deal configuration options, select the Open button on the Deal Card to open the full deal record. For a complete guide to managing deals in Keap, see how to manage deals in Keap.

   

   The screenshot above shows the Deal Card on a Keap contact record with the Open button visible. Selecting Open opens the full deal record where all deal configuration options are available including deal notes, associated contacts, and deal history.

Frequently Asked Questions

What does this article cover?

This article covers how to use the Deal Card on a contact record in Keap, including how to view deals associated with a contact, move a deal to the next pipeline stage, move a deal to a specific stage, and change the deal status. This article does not cover creating new deals or configuring pipeline stages. For help managing deals in detail, see how to manage deals in Keap.

What happens if a contact has multiple deals?

When a contact has multiple deals, the Deal Card on the contact record displays a count showing the total number of deals associated with the contact. Select the Deal Card to open the deals panel on the right side of the contact record, where all associated deals are listed individually.

What is the difference between Move to Next Stage and the Stage dropdown?

Selecting Move to Next Stage automatically advances the deal to the next sequential stage in the current pipeline. Using the Stage dropdown lets you select any specific pipeline and stage to move the deal to directly, regardless of the current stage order. Use Move to Next Stage for standard sequential progression and the Stage dropdown when a deal needs to skip stages or move to a stage in a different pipeline.

Where do I find all deal configuration options?

Select the Open button on the Deal Card to access the full deal record where all deal configuration options are available. For a complete guide to managing deals, see how to manage deals in Keap.