Deals & pipeline

Deals are your sales opportunities — each one tracks a potential sale as it moves through your pipeline, so you always know what's in play and what's close to landing.

Create a deal

1. Go to CRM → Deals.
2. Click New deal.
3. Fill in the details:
   • Title for the opportunity
   • Value (the amount you expect to win)
   • Customer / Company it belongs to
   • Expected close date
   • Owner (the person responsible)
4. Click Save.

Tip: Set a realistic expected close date — it powers your pipeline forecast and reminders.

Move a deal through the pipeline

Deals live on the pipeline board, where each stage is a column:

1. Open the pipeline board view.
2. Drag a deal card from one stage to the next as it progresses, for example:
   • Lead → Qualified → Proposal → Won / Lost
3. The board updates instantly so the whole team sees the latest status.

Mark a deal Won or Lost

1. Drag the deal into the Won or Lost column, or open the deal and use the status buttons.
2. A Won deal is ready to turn into an invoice.
3. A Lost deal stays on record so you can review why it didn't close.

Next step

Turn a deal into an invoice →