If you’re reading this, you’re probably trying to get real sales work done, not just check a box for your boss. You want to set up a new opportunity in Dealcoachpro the right way—without wasting time clicking through every menu. Whether you’re new to the platform or just tired of figuring it out alone, this guide is for you. I’ll walk you through every step, point out the “gotchas,” and tell you what’s worth your time (and what’s not).
Let’s get your deal in the system and make sure it’s set up to actually help you close, not just satisfy some CRM overlord.
Before You Start: What You Actually Need
Dealcoachpro is a sales tool built to help teams track, coach, and (ideally) win deals. If you want a quick look at what it does, here’s the Dealcoachpro main page. But I’m not here to sell you on the platform. I’m here to help you set up an opportunity without getting lost.
What you’ll need: - Access to Dealcoachpro (obviously). - The basics on your deal: company, contact, expected close date, deal value. - Five minutes of focus (ten if you want to do it really well).
Pro tip: If your company has its own process or custom fields in Dealcoachpro, ask your admin for a cheat sheet before you start. Saves headaches.
Step 1: Log In and Find the “New Opportunity” Button
This sounds obvious, but even veterans get tripped up by new UI layouts.
- Log in to Dealcoachpro with your credentials.
- From the dashboard, look for a button labeled “New Opportunity” or “Add Opportunity.” It’s usually in the top right or in a sidebar menu.
- If you don’t see it right away, check under “Opportunities” or “Deals.” Sometimes it’s buried one click deeper.
What works: Bookmark the login page. Dealcoachpro times you out after a while, and you’ll want a quick way back in.
What doesn’t: Don’t bother hunting through “Settings” or “Reports.” Opportunity setup is always up front—if you can’t find the button, you probably don’t have permission (talk to your admin).
Step 2: Enter Basic Deal Information
This is where most people overthink it. Keep it simple.
- Opportunity Name: Make it specific and searchable. “ACME Inc. – Q3 Security Project” is better than “Big Deal.”
- Account/Company: Start typing—if it’s already in Dealcoachpro, auto-complete helps you avoid duplicates. If not, add it.
- Primary Contact: Link the main buyer or decision maker. If you don’t have them yet, leave this blank (better to add later than guess).
- Deal Value: Estimate as best you can. You can update this as things move.
- Expected Close Date: Don’t stress about being perfect. Just pick a realistic month.
Honest take: Don’t waste time filling in every optional field. Most of them are just for reporting or management dashboards. You can always come back later if your boss really wants to see “Lead Source” or “Territory.”
Step 3: Set Up Deal Stages (or Don’t Overthink Them)
Dealcoachpro wants you to pick a stage for your opportunity—like “Qualification,” “Proposal Sent,” “Negotiation,” etc.
- Pick the stage that matches where you actually are, not where you hope to be in two weeks.
- If your team has custom stages, follow their lingo. If not, use the defaults.
- You can update stages later, so don’t stress about locking it in.
Pro tip: If you’re not sure what a stage means, hover over the info icon or check your team’s process doc. Otherwise, just make your best guess—the real work is moving the deal forward, not categorizing it.
Step 4: Add (or Skip) Deal Team and Roles
Here’s where you can add coworkers or managers who’ll help on the deal—like technical experts or your boss who wants to “help” (read: watch over your shoulder).
- Add people who will actually do something. Don’t add the whole sales org just to fill fields.
- Assign roles if Dealcoachpro asks—like “Account Exec,” “Solution Engineer,” etc.
- If you’re the only one working the deal, leave it at just you.
What works: Only add team members who need notifications or are accountable. Less noise, less confusion.
What doesn’t: Don’t waste time guessing everyone’s role—if you’re not sure, ask them or let them edit it later.
Step 5: Fill In Coaching or Qualification Fields (If Required)
Dealcoachpro is big on deal coaching and qualification. That can be helpful… or just more forms to fill.
- Some orgs require you to answer questions like “What’s the customer’s pain?” or “Who’s the champion?” Do your best, but don’t make things up.
- Use bullet points or quick notes. You can (and should) refine these as you learn more about the deal.
- If you’re not sure about something, leave it blank rather than inventing details.
Honest take: These fields are only useful if you and your manager actually use them to plan the deal. If it’s just for show, don’t let it slow you down.
Step 6: Attach Documents, Notes, and Next Steps
Here’s where you can upload RFPs, meeting notes, or anything else you want tied to the opportunity.
- Documents: Only upload what you actually need—don’t dump your entire inbox.
- Notes: A quick summary of the last call or meeting is usually enough. You can edit or add more later.
- Next Steps: Some Dealcoachpro setups have a field for this. Write the real next step (“Send pricing by Friday,” not “Follow up”).
Pro tip: If you use other tools (like Google Docs or Slack), just link out. No need to re-upload everything into Dealcoachpro.
Step 7: Review and Save
Before you hit “Save” or “Create,” give your info a quick look:
- Did you pick the right company/contact?
- Is your deal value and close date realistic?
- Did you skip any required fields? Look for red asterisks or error messages.
If all looks good, hit save.
What works: Set a calendar reminder to review your opportunity in a week. Deals change fast. It’s easier to update as you go than try to fix it all at the end of the quarter.
What doesn’t: Don’t worry about perfection. The goal is to get the deal in the system and move on.
Step 8: (Optional) Set Up Coaching Plans or Tasks
Dealcoachpro tries to stand out by offering coaching plans, checklists, or tasks tied to each opportunity.
- If your manager actually does deal reviews, set up a few tasks or notes for coaching sessions.
- If you’re working solo or your team ignores this feature, skip it. Don’t create busywork.
Honest take: Coaching features are only as useful as the people using them. If your coach is engaged, great. If not, focus on keeping your deal data clean and up to date.
Step 9: Keep It Updated (But Don’t Get Sucked In)
Now that your opportunity is in Dealcoachpro, don’t just leave it to rot. But also, don’t live in the CRM.
- Update deal stage, value, or close date when something major changes.
- Add notes after key calls—just enough so you remember what happened.
- Don’t feel pressured to log every little thing. The point is to help you sell, not just document your life.
Pro tip: Block 10 minutes a week to update your deals. Batch it, then get back to selling.
What to Ignore (Unless Your Boss Says Otherwise)
- Custom fields you don’t understand: Ask if you’re supposed to fill them in. If not, skip.
- Fancy dashboard widgets: They look nice, but don’t help you close.
- Email notifications about “inactive opportunities:” You’ll get these. Mark as read unless there’s something urgent.
Wrapping Up
Setting up an opportunity in Dealcoachpro shouldn’t be a chore. Focus on the info that helps you sell and skip the rest—at least until your process says otherwise. Keep it simple, keep it current, and don’t be afraid to iterate as you (and your team) figure out what actually helps. The software is supposed to work for you, not the other way around.
Now, get back to selling.