Deals
Deals represent sales opportunities in your pipeline. Each deal has a value, a stage, and an expected close date. As your sales process progresses, move deals through pipeline stages to track your revenue forecast.
Creating a deal
- Go to CRM > Deals
- Click Add Deal
- Fill in the deal details:
| Field | Description |
|---|
| Title | Name of the deal (e.g., “Enterprise Plan - Acme Corp”) |
| Pipeline | Which pipeline this deal belongs to |
| Stage | Current stage in the pipeline |
| Client | The contact or company involved |
| Price | Expected deal value |
| Expected Close Date | When you expect the deal to close |
| Priority | Low, Medium, or High |
| Owner | Team member responsible for this deal |
| Source | How this deal originated |
| Tags | Labels for categorization |
Screenshot: Create deal form
Deal pipelines
A pipeline defines the stages a deal moves through. You can create multiple pipelines for different sales processes (e.g., “New Business”, “Renewals”, “Partnerships”).
Creating a pipeline
- Go to the Deals page
- Click the pipeline dropdown > Manage Pipelines
- Click Add Pipeline
- Name your pipeline and add stages
Pipeline stages
Each stage has the following properties:
| Property | Description |
|---|
| Name | Stage name (e.g., “Discovery”, “Proposal Sent”) |
| Type | Active, Won, or Lost |
| Probability | Win probability percentage (used in forecasting) |
| Rotting Days | Days before a deal in this stage is flagged as stale |
| Position | Display order in the pipeline |
- One Active stage
- One Won stage
- One Lost stage
Set realistic probability percentages for each stage. This makes your revenue forecast more accurate.
Working with deals
Kanban view
The default deal view is a kanban board where each column represents a pipeline stage. Drag and drop deals between stages to update their progress.
Screenshot: Deal kanban board
Moving deals between stages
- Drag and drop on the kanban board
- Edit the deal and change the stage field
- Moving a deal to a Won or Lost stage automatically updates its status
Deal status
| Status | Description |
|---|
| Active | Deal is in progress |
| Won | Deal was successfully closed |
| Lost | Deal was lost (you can record the reason) |
Recording lost reasons
When a deal is marked as lost:
- Select a Lost Reason from the predefined list
- Optionally add a description explaining what happened
Configure lost reasons in Settings > Lost Reasons.
Link multiple contacts to a deal to track all stakeholders involved in the opportunity.
- Open a deal
- Go to the Contacts section
- Search for and add contacts
Deal products
Add line items to a deal to track what products or services are being sold.
Each line item includes:
- Product/service name
- Quantity
- Unit price
- Discount (fixed amount or percentage)
- Tax
The deal value updates automatically based on line items.
Deal assignees
Assign multiple team members to a deal when collaboration is needed. Each assignee can see the deal in their pipeline view.
Activity tracking
Every deal tracks activities automatically:
- Calls - Logged call activities (successful/failed)
- Meetings - Scheduled and completed meetings
- Emails - Sent emails
- WhatsApp - Messages sent via WhatsApp integration
- SMS - Text messages
View the activity summary on any deal to see engagement at a glance.
Filtering deals
Use filters to find specific deals:
- Pipeline and Stage - Filter by current position
- Status - Active, Won, or Lost
- Owner / Assignee - Filter by team member
- Client / Contact - Filter by associated records
- Source - Filter by deal origin
- Tags - Filter by labels
- Priority - Low, Medium, or High
- Expected Close Date - Filter by date range
- Custom fields - Filter by any custom field
Converting leads to deals
When a lead is qualified, convert it to a deal:
- Open the lead
- Click Convert to Deal
- Select the pipeline and stage
- The lead’s information transfers to the new deal
See Leads for more on lead management.
