Creating a New Deal

The "Deals" page in Aura ATS is a dedicated space where you can monitor and manage your sales opportunities, providing a consolidated view of your current pipeline. It enables you to organize, track, and analyze interactions with clients, prospects, and other stakeholders in a structured manner.

Key Features:

  1. Opportunity Tracking: Monitor the progress of your sales opportunities, from initial contact to closure, ensuring a comprehensive view of your sales pipeline.
  2. Deal Information: Access crucial details such as deal name, value, expected close date, and associated contacts, providing a snapshot of each opportunity.
  3. Custom Fields: Tailor the system to your organization's unique needs by adding custom fields to capture specific information relevant to your deals and sales processes.
  4. Deal Status: Easily identify the status of each deal, categorizing them as prospects, active opportunities, or closed deals.

Accessing the Deals Page:

  1. Navigation: Log in to Aura ATS and navigate to the "Deals" or "Opportunities" section on the main dashboard.
  2. Filter and Sorting: Utilize the filter and sorting functionalities to quickly locate specific deals based on criteria such as status, value, or expected close date.

Creating a New Deal:

  1. Initiating the Process: Click on the "Add New Deal" or a similar option to start the creation process.
  2. Deal Details: Fill in essential details for the new deal, including:
    • Deal Name: Provide a descriptive title for the opportunity.
    • Deal Value: Specify the potential value of the deal.
    • Expected Close Date: Indicate the anticipated date for deal closure.
  3. Customizing Fields (Optional): Add additional information such as contact names, associated companies, or any custom fields relevant to the opportunity.
  4. Save and Review: Review the entered information to ensure accuracy and completeness, then click "Save" to create the new deal.
Conclusion: 

Congratulations! You now have a solid understanding of navigating and managing deals in Aura ATS. For further assistance or inquiries, refer to the detailed help documentation, contact our support team, or explore other features within Aura ATS to enhance your sales and recruitment workflows. Aura ATS is committed to providing an intuitive and effective platform for all your organizational needs.