Deal Types

In this article

What Are Deal Types?

A Deal Type is a value that you can give to a Deal to help categorise it. Campus comes with two built in Deal Types:

  • New Business
  • Repeat Business

You can add further Deal Types to suit your business.

Managing Your Deal Types

N.B. You can only manage Deal Types if you are an Admin or Manager User. So, if you're reading this and you think you need your Deal Types managing, and you're not an Admin or Manager, then get in touch with a member of your team that holds the correct privilege.

You can create new Deal Types, edit existing ones, and also delete Deal Types. This can be done in your Settings module here  Settings > Money > Deals. Scroll down to the Deal Types data grid.

Adding a Deal Type

1. Click on the blue Add a Deal Type button and the Add a Deal Type window will slide in from the right-hand side.

2. Give your Deal Type a name.

3. Click the Save button or the Save & Add Another button if you want to add further Types.

Editing a Deal Type

1. Hover over the Deal Type in the data grid and click the Edit button. The Edit a Deal Type window will slide in from the right-hand side.

2. Make the changes you require.

3. Click Save.

Default Deal Types

You can also set a Default Deal Type. This means that when you come to create a new Deal in Campus this Type will be automatically selected for you in the Create a Deal Form.

To set a Deal Type as your default do the following:

1. Click the Edit button and the Deal Type window will slide in from the right-hand side.

2. Tick the Make this the default deal type checkbox.

3. Click Save.

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