What are Deals?
Deals represent sales opportunities in your pipeline. Track deals through customizable stages from initial contact to closed won or lost.Screenshot placeholder: Add a screenshot of the deals pipeline view
Deal Components
Basic Information
Deal Title:- Name identifying the deal
- Usually company or opportunity name
- Shown in pipeline cards
- Monetary value of the deal
- Can include multiple values
- Supports different currencies
- Tracks one-time and recurring revenue
- Currency for deal value
- USD, EUR, BRL supported
- Can be changed per deal
- One-time payment
- Monthly recurring (MRR)
- Quarterly recurring
- Annually recurring
Pipeline Stage
Current Stage:- Stage the deal is currently in
- Moves through pipeline stages
- Customizable stages
- Visual pipeline board
- Stage name
- Stage color
- Stage order
- Default stage
Custom Fields
Deals support custom fields:- Track additional information
- Stage-specific fields
- Deal-specific data
- Custom field types
Source Information
Source Campaign:- Campaign that generated the deal
- Links deal to campaign
- Tracks lead source
- Campaign performance tracking
Pipeline View
Kanban Board
Deals are displayed in a Kanban-style board:- Columns represent pipeline stages
- Cards represent individual deals
- Drag and drop to move deals
- Visual progress tracking
Screenshot placeholder: Add a screenshot showing the Kanban pipeline board
Pipeline Stages
Default Stages:- New/Qualification
- Proposal
- Negotiation
- Closed Won
- Closed Lost
- Add custom stages
- Reorder stages
- Set stage colors
- Define default stage
Deal Cards
Each deal card shows:- Deal title
- Deal value
- Key custom fields
- Current stage
- Creator information (if organization)
Deal Statistics
Overview Cards
Total Deals:- All deals in pipeline
- Includes all stages
- Shows total count
- Deals in progress
- Excludes won/lost
- Currently active
- Successfully closed deals
- Total count
- Total value (MRR and one-time)
- Deals closed without success
- Total count
- Total value lost
- Percentage of won vs total closed
- Conversion rate
- Performance metric
- Monthly recurring revenue
- From all active deals
- Pipeline value
Deal Management
Creating Deals
Create deals:- Manually from deals page
- Automatically from campaigns
- Via API integration
- Import from external sources
Moving Deals
Move deals through pipeline:- Drag and drop on board
- Select stage from dropdown
- Update via deal details
- Bulk move operations
Editing Deals
Edit deal information:- Update title and value
- Change custom fields
- Modify stage
- Update source information
Deleting Deals
Remove deals:- Delete individual deals
- Bulk delete operations
- Permanent removal
- Cannot be undone
Deal Values
Single Value
Simple deals with one value:- One-time payment
- Single amount
- One currency
Multiple Values
Complex deals with multiple values:- Multiple revenue streams
- Different currencies
- Mix of one-time and recurring
- Total calculated automatically
- Value 1: $1000 one-time (USD)
- Value 2: $100 monthly (USD)
- Value 3: €500 one-time (EUR)
- Total: Calculated sum
Custom Fields
Deal-Specific Fields
Track additional information:- Company information
- Decision makers
- Timeline
- Budget
- Competitors
- Notes
Field Types
- Text
- Number
- Date
- Dropdown
- Multiselect
- Boolean
- Textarea
Stage-Specific Fields
Fields can be:- Global (all stages)
- Stage-specific
- Conditional display
Organization View
My Deals
View only deals you created. This is the default view.All Organization Deals
View deals from all organization members. Available to:- Organization owners
- Organization admins
- See all organization deals
- Filter by creator
- View organization-wide statistics
- Note: Editing depends on ownership
Best Practices
- Keep Updated: Regularly update deal stages and values
- Use Custom Fields: Track important deal information
- Set Realistic Values: Use accurate deal values
- Move Regularly: Update stages as deals progress
- Document: Add notes and custom fields
- Track Sources: Link deals to campaigns
Next Steps
Pipeline Management
Learn how to manage your sales pipeline
Managing Deals
Learn how to create, edit, and manage deals