Deals

Deals represent specific revenue opportunities. They connect a sales process to an amount, expected close date, owner, company, people, activities, quotes, invoices, and delivery work.

Every deal belongs to a Deal pipeline and stage.

Deal data

The standard Deal properties include:

Name, priority, owner, pipeline, stage, and probability
Account, primary contact, decision maker, country, and lead source
Amount, currency, payment status, payment terms, and contract term
Deal type, forecast category, close date, next step, and competitor information
Won timestamp, lost reason, subscription start date, and won-deal administration details
Description and system dates

Administrators can add custom and computed Deal fields in Properties. They can also require fields always, conditionally, or only when a deal enters a particular stage.

Creating a deal

Open Deals.
Select New Deal.
Enter a deal name.
Choose the pipeline and stage.
Add an amount, currency, probability, and expected close date when known.
Associate the account and primary contact.
Assign an owner and save.

If a pipeline exists, Workstation can use its first stage as the initial stage. A stage’s default probability is applied when the deal does not provide a different probability.

A Price Offer is not required before creating a deal. Create or associate a Price Offer when the opportunity needs a formal quote.

List and Kanban views

The Deals page supports List and Kanban views.

Built-in tabs include All, My, and Closing this month.
Quick filters include owner, stage, account, close date, updated date, and created date.
Kanban groups by Stage by default and can use other supported properties.
Deal cards can display configurable properties, associations, activity context, and card actions.
Selecting a row or card opens the deal in the shared record flyout.

Use Table Views to save filters, columns, sorting, view mode, and Kanban grouping.

Moving between stages

Change a deal’s stage from its record page, list controls, or Kanban board.

Before a move completes, Workstation checks:

Whether the pipeline uses Free or Strict transitions
Whether the destination stage is allowed from the current stage
Whether standard and custom stage-required fields are filled
Whether property validation and conditional requirements pass

See Pipelines and Stages for configuration details.

Won deals

Moving a deal into the pipeline’s Won stage:

Sets the Won timestamp
Sets the close date to the win date when entering Won
Applies the stage’s default probability when appropriate
Requests any custom properties configured for the won dialog
Records audit history and triggers the configured won and stage-change automation

Won-deal information can include administration contacts, payment details, subscription dates, and documents. Which custom fields appear in the win dialog depends on the workspace configuration.

Lost deals

Moving a deal into the pipeline’s Lost stage requires a Lost Reason. Workstation records the stage change and triggers the configured lost and stage-change automation.

Use specific, consistent reasons so reports can distinguish pricing, timing, competition, qualification, and other causes.

Relationships and record page

A deal can have an account, a primary contact, a decision maker, and additional contact relationships. It can also connect to Price Offers, Tickets, Invoices, Projects, Activities, Emails, Comments, Attachments, and other records.

The default record page includes commercial properties, pipeline context, comments, activities, emails, invoices, timeline history, and related-record cards. Administrators can change its layout in Settings → Objects, so visible tabs and card placement may vary by workspace.

Bulk actions

Select deals on the list page to assign an owner, edit standard or custom properties, delete records, or create follow-up tasks. Bulk stage changes still need to satisfy the applicable property and stage rules.

Visibility

Deal visibility follows ownership and the workspace’s configured data-visibility scope:

All shows all accessible deals.
Department includes deals owned by visible department members.
Own limits records to the current user’s ownership scope.
Unassigned deals remain visible under the shared visibility rules.

Permissions still control whether a user can create, edit, delete, or reassign deals.

Reporting

Deal properties, stage probability, dates, owners, and outcomes are available to Reports. Common measures include pipeline value, weighted value, win rate, average size, stage conversion, and time to close.

Keep stage and outcome data current; report accuracy depends on the record state.