Deals

Deals track sales opportunities from initial contact to close.

Deal Pipeline

Access deals from Deals in the sidebar. The pipeline view shows:

• Deals organized by stage
• Deal values and expected close dates
• Visual progress through your sales process

Creating Deals

1. Click New Deal from the Deals page
2. Enter deal information:
   • Deal name and value
   • Associated company and contacts
   • Expected close date
   • Initial stage
3. Click Create

Deal Stages

Configure stages in Settings → CRM → Deal Stages:

• New — Initial stage
• Discovery — Understanding needs
• Proposal — Presenting solution
• Negotiation — Discussing terms
• Won — Successfully closed
• Lost — Did not close

Deal Details

Each deal includes tabs for:

• Overview — Key information and status
• Activity — Timeline of all interactions
• Emails — Related email communications
• Files — Attached documents
• Payment Plans — Payment scheduling
• Projects — Linked project work
• Reminders — Follow-up scheduling

Deal Actions

Moving Stages

Drag deals between stages in the pipeline view, or:

1. Open the deal
2. Click the stage dropdown
3. Select new stage

Linking Contacts

Associate multiple contacts with a deal:

1. Open deal details
2. Add contacts from the company
3. Set primary contact

Creating Projects

Convert won deals to projects:

1. Open the deal
2. Go to Projects tab
3. Click Create Project

Reporting

View deal statistics on your dashboard:

• Pipeline value by stage
• Win/loss rates
• Average deal size
• Sales velocity