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5 min readIntermediateAgentManagerAdmin

Closing a deal, deal value and repeat deals

Record what the deal is worth, close it correctly, and open a new sales round for an existing customer.

Every close is its own "deal" — so a customer who buys twice gets two deals (and two commissions). Here's the right way.

Open in CloseUp

Steps

  1. 01

    Record the deal value

    Lead details›Deal value

    Lead details → Deal value → Add products & value. In Edit deal value pick a Deal type:

    • One-time deal — enter the Amount.
    • Retainer — enter the Monthly amount (annual value = monthly × 12).

    Optionally add an Internal note.

  2. 02

    Mark it "Closed"

    Change the status to Closed. If the quote has both a one-time price and a retainer, you'll be asked "Which track closed?" — choose One-time deal or Monthly retainer.

    You should see: Close chance jumps to 100% and the commission is calculated automatically.
  3. 03

    Customer buying again? Open a new deal

    On a closed lead: Lead details → Deals → New deal. Confirm with Open new deal.

    You should see: The lead goes back to New as "Sales round 2". The previous deal and its commission stay untouched.
    Note: Don't move a closed lead back to "New" via status to sell again — that undoes the previous close. Use New deal only.
  4. 04

    Fixing a closing date (managers)

    In the Deals table, the pencil Change closing date moves the close date. Commissions and reports move with it.
    Future dates aren't allowed; an already approved or paid commission is flagged for review.

    Note: Managers only.

Questions

Deal value vs net profit?

Deal value = what the customer pays. Net profit = value minus acquisition cost.

My commission didn't update.

Commissions follow the company's commission rules. If no rule matches you, your admin needs to set one. See Commissions.