CRM
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
Click the contact, then New Deal, or click Create Deal on the pipeline board. The dialog asks for only a few 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, chosen from your own open stages. It starts at your first stage unless you pick another.
From the pipeline board, the dialog also has a Contact field. Search your contacts by name, email or phone, or click Add a new contact to type in a name (email and phone are optional). The deal is linked to that person, and picking one suggests a title like "Deal with Jane". The contact is optional; to link someone later, open the deal and add them under People.
A new deal can also start an automation built on Deal Created.
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. Click a card on the board to open the full deal record, where you can also set a Probability and an Expected close date. Those two feed the revenue forecast in Reports.
Close it out
When a deal is won or lost, drag its card to your Won or Lost column on the board, or open the deal and set its Status to Won or Lost. Either way your reports count it. Closed deals stay visible in their column but drop out of your open pipeline value, and a deal dragged back to an open stage reopens.
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.