Deals & Pipeline

Track sales opportunities from first contact to closed deal. The Deals feature helps you manage your sales pipeline and follow up with potential customers.

How to get there: Go to Deals in the top menu.

Understanding Deals

A deal represents a potential sale or business opportunity. Each deal:

  • Has a value (expected revenue)
  • Moves through stages (your sales process)
  • Is linked to a contact
  • Can have follow-up reminders

Viewing Deals

Go to Deals in the top menu to see your pipeline.

Kanban Board View

Deals are displayed in a kanban board:

  • Each column represents a stage (New, Contacted, Won, etc.)
  • Drag deals between columns to update progress
  • See deal counts and total values per stage
  • Deal cards show name, value, contact, and follow-up date

Simple vs Swimlane View

  • Simple view - All deals in one board (when no rows are set up)
  • Swimlane view - Deals organized in rows for different projects/teams

See Rows & Swimlanes to organize deals in rows.

Creating Deals

From a Contact

  1. Open a contact profile
  2. Click Create Deal
  3. Fill in deal details
  4. Save

From the Deals Page

  1. Go to Deals
  2. Click New Deal
  3. Select or create a contact
  4. Enter deal information
  5. Save

Deal Information

Each deal includes:

  • Title - Name for the opportunity
  • Value - Expected revenue
  • Stage - Current position in pipeline
  • Contact - Who the deal is with
  • Expected close date - Target timeline
  • Notes - Additional context

Pipeline Stages

Default stages guide deals through your process:

  1. New - Just identified
  2. Contacted - Initial outreach made
  3. Qualified - Confirmed as opportunity
  4. Proposal - Offer sent
  5. Won - Deal closed successfully
  6. Lost - Deal didn't close

Customizing Stages

Adapt the pipeline to match your sales process:

  1. Go to Deals, then click Settings (gear icon)
  2. Add, remove, or rename stages
  3. Set stage order
  4. Save changes

Managing Deals

Moving Deals

Update deal progress:

  • Drag and drop in pipeline view
  • Edit and change stage field
  • Quick-action buttons for common moves

Setting Follow-ups

Never miss a follow-up:

  1. Open the deal
  2. Click Set Reminder
  3. Choose date and time
  4. Add a note
  5. You'll be notified when it's due

Closing Deals

When a deal concludes:

  1. Move to Won or Lost
  2. Add closing notes
  3. The deal is archived but visible in reports

Deal Analytics

Track your sales performance:

  • Total pipeline value
  • Deals by stage
  • Win/loss ratio
  • Average deal size

Best Practices

  1. Update regularly - Keep stages current
  2. Add context - Use notes to track discussions
  3. Set reminders - Follow up consistently
  4. Review weekly - Clean up stale deals