Deals
Deals represent sales opportunities being pursued through your Pipeline. They are the core revenue-generating entities in your CRM.
Overview
Section titled “Overview”A deal is a potential sale that you’re actively working. Deals are linked to Accounts and Contacts, move through pipeline stages, and support multi-currency tracking, forecast categories, and detailed won/lost workflows.
Related Modules:
- Pipelines - Configure deal stages
- Accounts - Company buying from you
- Contacts - People involved in the deal
- Price Offers - Proposals leading to deals
- Activities - Track deal interactions
- Projects - Projects linked to deals
- Contacts - Source of converted deals
Deal Fields
Section titled “Deal Fields”Core Information
Section titled “Core Information”| Field | Description | Required |
|---|---|---|
| Name | Deal name/title | Yes |
| Pipeline | Sales pipeline | Yes |
| Stage | Current pipeline stage | Yes |
| Account | Associated company | No |
| Contact | Primary contact | No |
| Owner | Assigned sales rep (can be unassigned) | No |
Financial Details
Section titled “Financial Details”| Field | Description |
|---|---|
| Amount | Deal value |
| Currency | Deal currency (default: USD) |
| Base Currency | Reporting currency for multi-currency |
| Exchange Rate | Conversion rate to base currency |
| Probability | Win likelihood (0-100%) |
| Close Date | Expected close date |
| Budget Confirmed | Whether budget is confirmed |
Deal Classification
Section titled “Deal Classification”| Field | Description |
|---|---|
| Deal Type | New Business, Existing Business, Renewal, or Upsell |
| Source | How the opportunity originated |
| Forecast Category | Pipeline, Best Case, Commit, or Closed |
| Country | Deal country |
Sales Strategy
Section titled “Sales Strategy”| Field | Description |
|---|---|
| Description | Deal notes and context |
| Next Step | Next action to advance the deal |
| Competitor Info | Competing solutions being evaluated |
| Decision Maker | Contact with buying authority |
| Contract Term | Contract length in months |
Won Deal Details
Section titled “Won Deal Details”Required when a deal is marked as Won:
| Field | Description |
|---|---|
| Admin Contact Name | Administrative contact for the account |
| Admin Contact Email | Admin email address |
| Admin Contact Phone | Admin phone number |
| Commercial Registration URL | Company registration document |
| Signed Contract URL | Signed contract document |
| Tax Registration URL | Tax registration document |
| Payment Status | Paid, Partially Paid, or Unpaid |
| Payment Terms | Monthly, Bi-Monthly, Quarterly, Semi-Annual, Yearly, Two Years |
| Subscription Start Date | When the subscription begins |
Lost Deal Details
Section titled “Lost Deal Details”| Field | Description |
|---|---|
| Lost Reason | Why the deal was lost (required) |
List View
Section titled “List View”Paginated table with filtering and sorting:
- Columns: Name, account, amount, stage, probability, close date, owner
- Quick filters by owner, amount range, probability, stage, deal type, forecast category
Kanban View
Section titled “Kanban View”Visual board with pipeline stages as columns:
- Deal cards organized by stage
- Drag-and-drop to move deals between stages
- Cursor-based pagination per column for infinite scroll
- Shows deal amount and owner avatar per card
System Tabs
Section titled “System Tabs”- All Deals - Every deal in the organization
- My Deals - Deals assigned to you
- Won - Successfully closed deals
- Lost - Lost deals
- This Month / Next Month - Deals by close date
Working with Deals
Section titled “Working with Deals”Creating a Deal
Section titled “Creating a Deal”From Deal Creation:
- Open or create a deal from a qualified Contact, optionally with a Price Offer
- A deal is automatically created with the contact and offer information
Manual Creation:
- Navigate to Deals in the sidebar
- Click New Deal
- Enter deal name, select pipeline and stage
- Set amount, currency, and probability
- Link to account and contact
- Click Create
Moving Through Stages
Section titled “Moving Through Stages”Pipeline Board:
- Open the kanban board view
- Drag and drop deal cards between stages
- If strict mode is enabled, only allowed transitions work
Stage Transitions:
- Free Mode - Deals can move to any stage
- Strict Mode - Only admin-defined transitions are allowed
- Required Fields - Some stages require custom fields to be filled before entry
Multi-Currency Support
Section titled “Multi-Currency Support”Deals support multi-currency tracking:
- Set deal currency (USD, EUR, GBP, etc.)
- Exchange rate converts to your organization’s base currency
- Base amount calculated automatically for unified reporting
- Weighted pipeline values use base currency
Won Deal Workflow
Section titled “Won Deal Workflow”When a deal is marked as Won:
- Move the deal to the “Won” stage (or click “Mark as Won”)
- A dialog presents configurable required sections:
- Admin Contact - Name, email, phone for the account
- Documents - Commercial registration, signed contract, tax registration
- Payment - Status, terms, subscription start date
- Fields shown and required are configurable per organization
- The deal is marked with a won timestamp and contributes to revenue metrics
Lost Deal Workflow
Section titled “Lost Deal Workflow”When a deal is marked as Lost:
- Move the deal to the “Lost” stage
- Provide a Lost Reason (required)
- The deal is removed from the active pipeline
- Lost reason analysis helps improve your sales process
Deal Detail Page
Section titled “Deal Detail Page”The detail page includes:
- Stage Rail - Visual pipeline showing current position (clickable to change)
- Overview - Deal details, financial info, strategy fields
- Activities - Linked calls, meetings, tasks, emails
- Timeline - Full audit trail of all changes
- Contacts - Deal contacts with primary contact designation
- Thread - Team discussion and collaboration space
Deal Contacts
Section titled “Deal Contacts”Deals support multiple contacts:
- Link multiple contacts to a deal
- Designate one as the primary contact
- Set a separate decision maker contact
- Track relationships and roles
Forecast Categories
Section titled “Forecast Categories”Categorize deals for pipeline forecasting:
| Category | Description |
|---|---|
| Pipeline | Early stage, included in pipeline total |
| Best Case | Optimistic forecast inclusion |
| Commit | High confidence, expected to close |
| Closed | Already won |
Deal Threads
Section titled “Deal Threads”Deals have a threaded discussion area for team collaboration:
- Post updates visible to team members
- Discuss strategy without cluttering activities
- Track important decisions
Custom Fields
Section titled “Custom Fields”Deals support custom fields that can be:
- Required or optional overall
- Required for specific pipeline stages (stage required fields)
- Displayed on create/edit forms
Data Visibility
Section titled “Data Visibility”Deal visibility is scoped by ownership:
- All - See all deals
- Department - See department members’ deals
- Own - See only your deals
- Unassigned deals are visible to everyone
Import & Export
Section titled “Import & Export”Deals can be imported/exported via Settings > Data Management.
Table Views
Section titled “Table Views”Save custom table configurations. See Table Views.
Deal Reporting
Section titled “Deal Reporting”Track deal performance in Reports:
- Pipeline Value - Total value by stage
- Win Rate - Percentage of deals won
- Average Deal Size - Mean deal value
- Sales Cycle - Average time to close
- Stage Conversion - Movement between stages
- Forecast - Weighted pipeline by probability
Best Practices
Section titled “Best Practices”- Keep stages updated - Move deals promptly when stage changes
- Log activities - Record every customer interaction
- Update amounts - Adjust deal value as scope changes
- Set realistic dates - Use accurate close date estimates
- Use forecast categories - Classify deals for accurate forecasting
- Record lost reasons - Learn from unsuccessful deals
- Track decision makers - Know who has buying authority
- Use threads - Collaborate with your team on strategy
See Also: