Deals
Deals represent sales opportunities moving through your pipeline stages. Track values, probabilities, and close dates to forecast revenue and manage your sales process from lead to close.
Views
The Deals page offers three ways to visualize your pipeline:
List View
A sortable, filterable table of all deals with customizable columns.
Features:
- Search: Find deals by name, company, or contact
- Filters: Filter by stage, owner, value range, close date
- Sorting: Sort by any column
- Column Management: Show/hide and reorder columns
- Bulk Actions: Update or delete multiple deals
Board View (Pipeline)
Kanban-style board showing deals as cards by stage.
Features:
- Drag & Drop: Move deals between stages
- Stage Totals: See value and count per stage
- Quick Preview: Hover for deal details
- Pipeline Selection: Switch between pipelines
- Filter & Sort: By owner, date, value, and other criteria
Analyse View
Analytics dashboard with pipeline metrics.
Features:
- Revenue Metrics: Total value, win rate, average deal size
- Stage Analysis: Conversion rates between stages
- Date Range Filter: Analyze specific periods
- Export: Download reports as PDF
Working with Deals
Creating a Deal
- Navigate to Customers → Deals
- Click + Add Deal
- Fill in deal information:
- Name: Deal title (required)
- Value: Monetary amount / expected revenue
- Currency: Deal currency
- Pipeline: Which pipeline
- Stage: Starting stage
- Expected Close Date: Projected close date
- Probability: Win likelihood (%)
- Owner: Responsible team member
- Link associations:
- Contact: Primary contact person
- Company: Associated organization
- Click Save
Deal Detail Panel
Click any deal to open the detail panel with:
| Tab | Contents |
|---|---|
| Overview | Key metrics, stage, value, key dates, probability, contact and company |
| Products | Line items and pricing |
| Payment Schedule | Milestones and installments |
| Contacts | Associated people |
| Activities | Timeline of interactions, stage changes, emails and calls |
| Notes | Internal documentation |
| Tasks | Related action items with due dates and completion status |
Moving Deals Through Pipeline
Drag & Drop (Board View):
- Drag deal card to target stage column
Edit Stage (Any View):
- Click deal → Edit → Change stage dropdown
Stage changes are automatically tracked in the activity timeline.
Pipelines & Stages
Default Pipeline Stages
New deal pipelines start with these stages:
| Stage | Description |
|---|---|
| Lead | New opportunity |
| Qualified | Verified fit and interest |
| Proposal | Proposal sent |
| Negotiation | Terms being discussed |
| Won | Deal closed successfully |
| Lost | Deal did not close |
These are deal-pipeline stages used to track sales progress. They are distinct from contact lifecycle stages, which describe where a person sits in their journey.
Multiple Pipelines
Manage different sales processes with separate pipelines:
- Sales Pipeline: Standard B2B sales process
- Enterprise Pipeline: Complex, multi-stakeholder deals
- Renewal Pipeline: Existing customer renewals
Managing Pipelines
- Go to Settings → CRM Settings → Pipelines
- Create or edit pipelines
- Add, remove, or rename stages
- Define stages with:
- Name: Stage label
- Probability: Default win likelihood
- Color: Visual indicator
- Order: Position in pipeline
Stage Tracking
The system automatically tracks:
- Time in each stage
- Stage entry/exit dates
- Stage-to-stage conversion rates
Deal Products
Link products/services to calculate deal value:
Adding Products
- Open deal detail
- Go to Products tab
- Click + Add Product
- Select product from catalog
- Set quantity and unit price
- Optional: Apply discount
- Save
Product Summary
- Subtotal: Sum of line items
- Discount: Applied discounts
- Tax: Calculated taxes
- Total: Final deal value
Value syncs automatically when products change.
Payment Schedules
Set up payment milestones (one-time, milestone, installment, or recurring) for deals directly from the Payment Schedule tab. See Payments for full details on payment types, scheduling, tracking, and invoicing.
Deal Forecasting
Weighted Pipeline
Calculate expected revenue:
Expected Value = Deal Value × Probability %
Forecast Categories
| Category | Description |
|---|---|
| Closed | Won deals (100%) |
| Commit | High confidence (80%+) |
| Best Case | Likely wins (50-80%) |
| Pipeline | Active opportunities (under 50%) |
| Omitted | Excluded from forecast |
Viewing Forecasts
- Go to Analytics → Dashboards
- Select the Pipeline Dashboard
- See total pipeline value, weighted forecast, and deals by stage
Import & Export
Importing Deals
- Click More menu → Import Deals
- Upload CSV file
- Map columns:
- Name, Value, Stage
- Contact email (to link)
- Company name (to link)
- Review and import
Exporting Deals
- Apply filters
- Click More → Export to CSV
- Download includes all visible columns
Permissions
| Permission | Description |
|---|---|
| View Deals | See deal list and details |
| Create Deals | Add new deals |
| Update Deals | Edit deal information |
| Delete Deals | Remove deals |
| Export Deals | Download deal data |
| Manage Pipelines | Edit pipeline configuration |