Deals & Pipeline

Deals & Pipeline

Pipeline Stages

The default pipeline has stages: Lead → Qualified → Proposal → Negotiation → Won / Lost. Customize stage names and colors under CRM → Settings → Pipeline Stages.

Creating a Deal

1. Go to CRM → Deals → New Deal
2. Link to an existing contact or company
3. Enter the deal name, estimated value, and close date
4. Assign to a sales team member
5. Move the deal through pipeline stages via drag-and-drop

Pipeline View

The Kanban board shows all active deals grouped by stage. Hover over a deal card to see deal value, contact name, and owner. Filter by assigned user, date, or stage.

Deal Activities

Record calls, emails, meetings, and tasks against a deal to maintain a full activity log visible to the whole team.