How to set up your first brand deal in Poppi Social

Once you have set up a brand, you can add your first deal. Click Deals in the left-hand menu to open your Brand Deals pipeline, then click + New Deal in the top right corner.

In the New deal form, select the brand you are working with and fill in the deal details: deal name, deal value, currency and status. Click Next to continue.

The second step lets you add the start and end dates, the contact for the deal and any notes. Keep these notes high level; the brief comes later. When you are done, click Create deal.

Your new deal now appears on the pipeline. Click it to open the deal.

The deal opens as one scrolling page. The deal details sit at the top, with the deliverables and pricing below and collapsible sections you can expand as you need them: Brief and contract, Payment and dates, Posts and Contact. Click a section heading to open or close it.

In Brief and contract, you can add notes, paste or upload the brief from the client, and add your contract or agreement documents. You can also mark the contract as signed so you know it is locked away.

In Payment and dates, choose how you will be paid (bank transfer, PayPal, international Swift/IBAN transfer or another custom method) and update your campaign dates.

Under Deliverables & Pricing, add the line items or deliverables for your quote or invoice. For each one, choose a pricing type: split evenly from the deal value, a fixed amount, or no amount (checklist only).

Click Save Changes when you are done. Now you're ready to send the client a quote or invoice. Learn how in How to invoice a client.