Deals

Deals represent potential revenue opportunities in your sales process. Each deal is associated with a pipeline and progresses through stages as it moves toward closing.

Creating a Deal

1. Navigate to CRM > Deals.
2. Click New Deal.
3. Fill in the deal details:
   • Title — A descriptive name for the deal.
   • Value — The expected revenue amount.
   • Pipeline — Which pipeline this deal belongs to.
   • Stage — The current stage within the pipeline.
   • Priority — Low, Medium, High, or Urgent.
   • Contact — The primary contact for this deal.
   • Company — The associated company.
   • Expected close date — When you expect the deal to close.

The Deal Board

The default view shows deals as cards on a Kanban board, organized by pipeline stage. You can:

• Drag and drop cards between stages to update their status.
• Click a card to open the deal drawer with full details.
• Sort cards by priority — deals are sorted by priority within each stage.

Deal Drawer

Clicking a deal opens a detailed side drawer where you can:

• Edit deal fields — Title, value, priority, dates, and custom fields auto-save on blur.
• View stage progress — Click on stages in the progress bar to move the deal.
• Add notes — Keep a running log of conversations and updates.
• Manage tasks — Create and track to-dos associated with the deal.
• Attach files — Upload documents, proposals, and contracts.
• Link products — Associate products or services with line items and quantities.

Deal Fields

Filtering & Sorting

Use the toolbar above the board to:

• Filter by pipeline — Switch between different pipelines.
• Search — Find deals by title.
• Sort — Deals within each stage are sorted by priority by default.