Managing Deals

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Creating Deals

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Manual Creation

Create a deal manually:

1. Click “New Deal” button
2. Enter deal title (required)
3. Set deal value (optional)
4. Select currency
5. Deal created in default stage

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From Campaigns

Deals can be created automatically:

• When leads respond to campaigns
• Based on campaign rules
• Manual creation from lead details
• Linked to source campaign

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Editing Deals

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Deal Details Sidebar

Click on a deal card to open details sidebar showing:

• Deal title
• Current stage
• Deal values
• Custom fields
• Source information

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Edit Mode

Enter edit mode:

1. Click “Edit” button
2. Modify deal information
3. Update custom fields
4. Change deal values
5. Save changes

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Deal Values

Edit deal values:

• Add multiple values
• Set currency per value
• Choose revenue type
• Calculate totals automatically

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Moving Deals

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Drag and Drop

Move deals on pipeline board:

1. Click and hold deal card
2. Drag to target stage
3. Drop in new column
4. Deal stage updates

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Stage Dropdown

Change stage from deal details:

1. Open deal details
2. Select new stage from dropdown
3. Deal moves to new stage
4. Updates immediately

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Deleting Deals

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Single Deal

Delete a deal:

1. Open deal details
2. Click “Delete Deal” button
3. Confirm deletion
4. Deal is permanently removed

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Deal Values

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Single Value

Simple deals with one value:

• One amount
• One currency
• One revenue type

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Multiple Values

Complex deals with multiple values:

• Multiple revenue streams
• Different currencies
• Mix of types
• Total calculated automatically

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Editing Values

In edit mode:

• Add new values
• Remove values
• Modify amounts
• Change currencies
• Update revenue types

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Custom Fields

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Viewing Fields

Custom fields appear in deal details:

• Field labels and values
• Read-only or editable
• Based on field configuration

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Editing Fields

In edit mode:

• Update field values
• Fill empty fields
• Change existing values
• Save changes

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Organization View

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My Deals

View only deals you created. Default view.

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All Organization Deals

View deals from all organization members:

• Available to admins and owners
• See all organization deals
• Filter by creator
• Note: Editing depends on ownership

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Best Practices

1. Keep Updated: Regularly update deal stages and values
2. Use Custom Fields: Track important deal information
3. Set Realistic Values: Use accurate deal values
4. Move Regularly: Update stages as deals progress
5. Document: Add notes via custom fields

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Related Topics

Pipeline Management

Learn about the pipeline board view

Deal Fields

Customize deal fields and pipeline stages