In this article we will cover the most important aspect of tracking your sales team performance using call outcomes and deals.
When any of your Strategy calls go into Past Calls, you will get an option to
Add Outcome to the call. Strategy Call Outcome can be marked as Sale or No Sale.
If you want to mark an outcome as Sale, there are three steps that you need to take after clicking on "Add Outcome" button.
Step 1: Mark as Sale
The first thing you need to do is simply select the outcome as Sale.
Step 2: Add an objection
Objections are here to track what kind of push backs your Sales team overcame after closing the sale. You can track these metrics in 
Analytics and 
Global Data filters and make decisions accordingly.
Select at least one of the following objections, and add any additional notes and click on the "Continue" button.
Money - Lead stressed out financial issues, or cost of the product/service, but Closer overcame it successfully
Logistic - Lead stressed out that things outside his reach are affecting him to convert, but Closer overcame it successfully and closed the deal
Partner - Lead needed approval from other person, such as partner, but Closer closed the deal in the end
Fear - Lead wasn't sure if the service or product would benefit his needs, but Closer was able to reassure him and closed the deal
Smoke screen - Closer was able to negotiate and close a deal eventhough Lead didn't want to admit real objection
No Objection - A perfect lead in theory, converted without troubles
Additional option is to add notes after objection is selected. It's highly recommendable to add a quick call summary, or even a call recording so other team members can review.
Step 3: Adding a deal
Adding deals is available with Business and Enterprise subscription plans only.
This is the most important step, as this will affect analytics on your main dashboard and the member's dashboard as well. To add a deal, you have to enter the following details:
Deal value
This is the total value of the deal that you have closed and will update your revenue accordingly.
Deal date
This is the date on which you closed your deal, by default it will be added as the call start date but you can modify it as well.
Pro tips
You can populate deal value and deal date from transactions using + Add deal value & date from transactions button.
Transactions are actually payments, data coming in iClosed transactions from Stripe, or any other payment processor via Make or Zapier.
Learn more about transactions below or in this article HERE.
Select Product
Select the product that you have sold. If you have not created any products yet, you can Add new product while adding the deal or you can manage products in 
Tracking.
Select Payment Type
Payment type is also something that affects your analytics:
Won: A first time customer who has made complete payment. This will increase your Closing rate.
Deposit: The customer has made an initial deposit and will complete the full payment later, this will increase your Engagement rate.
Once you have added all the data for the deal, click on "Add Outcome" to finish.
Learn more
If you have made a sale with Recurring payment type, you can add recurring deals from 'Add new Deal' button on the contact card.
Learn more about adding a new deal.
Once you've added the outcome, you will be able to see it in your Past calls tab.
Understanding Transactions
To make sure that your team is adding the deal value & deal date exactly according to the payments done by your customers, you can integrate Stripe, or any other payment processor via Make or Zapier, to get the transaction details collected by iClosed.
While adding an outcome or adding a new deal, you can populate deal date & deal value using the Transactions from the button "+ Add deal value & date from transactions". Here're the steps:
Click on + Add deal value & date from transactions
A popup will appear with all your transactions details
Search for the transaction by prospect email or phone number
Select the transaction by clicking on it, or you can select multiple transactions as well.
Review the details at the bottom of the popup.
Click on "Use selected transaction" button
Deal value and deal date will be auto populated from transaction value and date.
You cannot edit the deal value but you can change the deal date if you want.
Choosing secondary email in case of multiple transactions with different emails
In case you select multiple transactions coming in from different emails, you will be asked to select the secondary email that you will like to add to the contact.
From the popup, choose the email that you want to add as secondary email.
