Product name: Deals

Product reference number

212

Marketing Classification

E-commerce

System Main Classification

Results

System Sub Classification

Deals

General introduction

ContentForces Content and Campaign Management System gives you the possibility to manage all deals placed by your website customers. Deals are used to store information delivered by the Order Form component. The deals detail page is divided into several parts. You can see deals information (identifier, client ID, statuses, create and update dates), data form(all properties mapped from the order form configuration), ordered products and assigned contact. On this page, you can add a new deal(it will only contain the deal information and data form), edit existing(also with the deal information and data form) or delete. Removal is also possible on the deal overview page. What is more, you will be able to create, edit and delete: the assignment of products or variants to the existing deal, additional items for assigned products and relation between contact and the existing deal. Every deal has its own internal and external statuses, which you can create or update. You can choose a proper status name from the possible properties such as 'before-payment', 'post-payment' and 'none'. You can filter existing deals by the internal or external status properties on the deal overview page.
The Deals detail page is divided into several parts. You can see Deals Information (Identifier, Client ID, Statuses, Created and Updated dates), Form Data (all properties mapped from the Order Form configuration), Ordered products and Assigned contact.
On this page, you can add new Deal (it will only contain the Deal information and Form Data), edit existing (also with the Deal information and Form Data) or delete. The removal is also possible on the Deal overview page.
What is more, you will be able to create, edit and delete: the assignment of products or variants to the existing Deal, Additional Items for Assigned Products and relation between Contact and the existing Deal.
Every Deal has its own Internal and External Statuses, which you can create or update. You can choose proper status name from the possible properties such as 'before-payment', 'post-payment' and 'none'. On the Deal overview page, you can filter existing Deals by the internal or external status properties.

Key benefits

  • Have an easy access to all company deals.
  • Ability to manage deals information.
  • Friendly usability.

Website manager perspective

  • Once in the CCMS, the website manager goes to Results--> Deals.
  • Here, the website manager is able to add a new deal, edit and delete existed deals.
  • In order to add a new deal the website manager clicks on the 'New deal' button. Here, he needs to fill in required fields and click on the 'Save' button. A particular deal is created.
  • In order to edit a particular deal, the website manager needs to click on the 'Edit' button. After changing fields, he needs to click 'Save'.
  • In order to delete a deal, the website manager only needs to click the 'Delete' button.
  • The website manager is also able to filter existing deals by internal and external statuses. In order to filter, the website manager needs to choose a status from a drop-down, which he wants to filter by and all the deals with this status will appear.

    • Features

      • Viewing existed deals.
      • Adding, editing, deleting deals.
      • Filtering deals by statuses.

      Related components

      • My Deals
      • Contracts
      • Shopping Cart
      • Payment Integration Service
      • Order Form

      Status

      ready for delivery