Create and manage deals
Set up a deal, link it to a contact, and track its value and timeline through to close.
A deal represents a potential sale. Tracking deals lets you forecast revenue and stay on top of every opportunity.
Create a deal
Start the deal from the contact's record if you want the two linked. The New Deal dialog itself asks for only three things:
- A Deal Title, so you can tell it apart at a glance.
- A Value, so it counts toward your pipeline total.
- A Pipeline Stage, which starts at New Lead unless you pick another.
A deal you start from the pipeline board begins with no contact attached, so open it from a contact when you want the history in one place.
Track value and stage
Each deal sits in a stage of your pipeline (for example: New Lead, Qualified, Proposal, Won). As the conversation progresses, move the deal forward so your pipeline reflects reality. Deals you win count toward revenue; deals you lose are tracked too, so you can learn from them. Click a card on the board to open the full deal record.
Keep the history
Emails, notes, and tasks tied to the contact give every deal its context. Open the deal or the contact to see the full timeline of what's happened so far.