How to use deals and cases in Highrise

Note: This is the fourth of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve leads and customers. The first three posts are here, here, and here.

In Highrise, cases and deals are used to group information based on a specific matter such as a project, a negotiation, a bid, or a contract. Each case or deal gathers a collection of notes, files, and contacts in Highrise so you can easily manage them in one screen. The main difference between cases and deals is simply that deals have a monetary value attached to them.

Deals in Highrise can be very useful for salespeople who are quantifying their performance and are expected to generate a certain amount of revenue within a given amount of time. Deals can also be used to manage small services, by and for the company, that have costs tied to them. These range from graphic design gigs to purchasing office materials. You also have the ability to specify who in your team can see people, companies, notes, and cases that are included in every deal.

As for cases in Highrise, use them to keep items related to the same negotiation, project, topic, or issue. Cases are essential when you need to have communications from multiple contacts together in one place. Specific uses of cases are searching for new hires in your company (this can later become a deal when a hire is found and salary negotiations arise), sales case studies, events, and communicating educational content.

If you’re using Gmail in corresponding with your Highrise contacts, our extension will allow you to quickly create cases and deals in Highrise. It also allows you to BCC emails into your already existing cases and deals.