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Brand deals

Brand deals is a simple pipeline for creators. Each deal is one brand, one budget and one stage, so you can see what's waiting, what's in talks and what you've won.

Growth+

Where deals come from​

  • Your vCard: turn on Show Brand Deals & Inquiries Button in your visiting card. Brands fill in a short form and the request lands here as New.
  • You: add a deal you got by email or DM with Add deal.

Each deal's contact is also saved in Leads.

Add a deal​

  1. In the left menu, under CRM, click Brand Deals.
  2. Click Add deal.
  3. Type the Work Email and Brand Name. Both are required.
  4. Add the Contact Person and Phone if you have them.
  5. Under Deal Budget, pick USD ($) or INR (₹) and type the amount.
  6. Pick a stage, for example New Lead or In Discussion.
  7. Click deliverable presets such as Dedicated Reel or YouTube Short, or type your own.
  8. Add a Timeline / Target Date, Internal CRM Notes and the Campaign Brief / Message if you like.
  9. Click Save Brand Deal.
tip

Paste the brand's email into Smart Auto-Extract from Email / Pitch and click Auto-Fill Form Fields. Stackly fills in the brand, contact and budget for you.

Move a deal to the next stage​

  1. On the deal, click its coloured status badge.
  2. Pick the new stage. It saves straight away.
StageUse it when
NewThe request just came in.
ContactedYou've replied.
In discussionYou're agreeing rates and dates.
WonThe deal is signed.
LostThe brand passed, or you did.

Add notes or edit a deal​

  1. Click the deal's name to open it.
  2. Type in Internal CRM Notes, then click Save Notes. Only you see these.
  3. To change anything else, click the pencil (Edit deal), make your changes and click Update Deal.

Find deals​

  • Use the tabs (All, New, Contacted, In discussion, Won, Lost) to filter by stage.
  • Type in Search brand, contact or brief.
  • Switch between cards and table with the view buttons.
  • Click Export CSV to download every deal.

Delete a deal​

  1. Click the bin (Delete deal).
  2. Confirm.
caution

A deleted deal can't be brought back.

Good to know​

  • Brand deals needs the Growth plan or higher. On Free and Starter you see an upgrade screen.
  • Pipeline value adds up deals that aren't lost. Won value adds up won deals. USD and INR are shown separately, never added together.
  • Dates are free text (for example "Q4 launch"), not a calendar.
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