Deals.
Track each opportunity through your pipeline stages, as a table or a board, with amounts in any supported currency.
A deal is an opportunity to win work from a company. Deals move through pipeline stages until they close as won or lost.
Concepts
- Stages. The open stages are Demo booked, Qualified to buy, Decision maker in, and Contract sent. A deal closes as Closed won or Closed lost. Unqualified removes a deal from the pipeline without a loss.
- Loss reason. Closed lost needs a reason. The reason shows on the record and in the activity.
- Amount and currency. A deal keeps the amount the customer pays, in its own currency. The workspace converts it to the reporting currency at a frozen rate, so a closed quarter never changes value. Pipeline totals use the converted value. A new or edited deal can show as unconverted until the next rate refresh.
- Payment type. One-time or Monthly. The amount is the one payment, or one monthly payment. New deals default to One-time.
- Owner. One member owns the deal, or it is Unassigned.
Table and board
Switch between Table and Board with the tabs. The URL keeps your choice.
- Table lists every deal with the shared search, filters, sort, and views. Payment type is a column.
- Board shows one column for each open stage. Each column shows its stage colour, its deal count, and its value in the reporting currency. Each card shows the deal name, company, amount, close date, and owner.
On the board, drag a card to another stage. Closed won and Closed lost drop targets show during a drag. Keyboard users change the stage from the stage menu on each card. The footer shows the open pipeline and the count of deals without an exchange rate. The board keeps the table search and filters. Clear filters shows when a filter is active.
The deal record
The deal sheet shows the stage row at the top. Each step carries its stage colour, and the current step is tinted. Select a step to move the deal. Closed lost and Unqualified are in the header menu.
| Tab | What it holds |
|---|---|
| Overview | Stage, amount, currency, payment type, close date, owner, and description. |
| Contacts | The people on the deal. Add a contact from the company, or take one off. |
| Finance | Linked invoices, payments, and subscriptions. |
| Agent | A chat about the deal. Proposed stage changes and invoice drafts wait here for you to accept or reject. |
| Activity | The timeline, including every stage change. |
Set up
- Set the reporting currency in Settings → Currencies.
- Create each deal from its company. A deal needs a name and a company.
- Set the amount, currency, payment type, and expected close date. The forecast needs the close date.
- Save a view such as “My open deals, closing this quarter”.
Typical workflows
- Pipeline review. Open the Board. Drag deals that moved. Open any card with an old close date and update it.
- Accept an agent proposal. When a new email or meeting arrives for the company, an agent can propose a stage change with its reason and evidence. Open the Agent tab and accept or reject it. Accept sets the stage and logs the change.
- Close a lost deal. Select Closed lost, choose the reason, and confirm. The reason feeds your loss review.
- Invoice a won deal. After the contract is signed in Legal, select Create invoice. A draft invoice opens with the deal linked. See Legal.
Open it in your workspace
Open https://<your-portal>.example.com/<workspace>/deals to see your pipeline.