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
You can create a deal from the pipeline or directly from a contact's record:
- Start a new deal and give it a clear name.
- Link it to the contact (and company) it belongs to.
- Set the value so it counts toward your pipeline total.
Creating a deal from a contact keeps the two connected automatically, so the deal shows up on that contact's timeline.
Track value and stage
Each deal has a value and 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.
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.