Deals & Closing

Create deals, move them through your pipeline, and close them as won or lost.

The Deal Lifecycle#

A typical deal moves through these phases:

Lead → Qualified → Proposal → Negotiation → Won/Lost

Each phase maps to a stage in your pipeline. As a deal progresses, its win probability increases based on the stage configuration.

Create a Deal#

Step 1. Go to /default/pipeline/deals/new

Step 2. Fill in the deal details:

• Lead — select the contact associated with this deal
• Pipeline — choose which pipeline to place the deal in
• Stage — select the starting stage
• Products — add one or more products as line items
• Deal Value — the total value (auto-calculated from products or entered manually)
• Expected Close Date — when you anticipate closing

Step 3. Click Save

Tip: Always associate a deal with a lead. This links the deal's activity to the contact's history for a complete view.

Kanban Board#

Step 1. Go to /default/pipeline/board

Step 2. View your deals as cards organized by stage in a kanban layout

Step 3. Drag and drop a deal card to move it to a different stage

Step 4. Review the toolbar stats at the top:

• Total Value — sum of all visible deal values
• Weighted Value — deal values multiplied by their stage's win probability

Step 5. Click a deal card to open its detail page

Tip: The kanban board is ideal for daily pipeline reviews. Use the list view for filtering and bulk operations.

Deal List View#

Step 1. Go to /default/pipeline/deals

Step 2. Browse all deals in a table format

Step 3. Use the pipeline filter to show deals from a specific pipeline

Step 4. Sort by value, stage, close date, or creation date

Deal Detail#

Step 1. Go to /default/pipeline/deals/{dealId} (click any deal from the board or list)

Step 2. Review the full deal profile:

• Deal Info — value, stage, pipeline, expected close date
• Contact — linked lead details
• Products — line items with quantities and pricing
• Activity Timeline — all stage changes, notes, and communications
• Convert to Invoice — button to create an invoice from this deal

Moving Deals#

There are two ways to move a deal between stages:

Option A — Kanban Board: Drag the deal card to the target stage column.

Option B — Deal Detail: Open the deal and select a new stage from the Stage dropdown.

Both methods automatically log the stage change in the activity timeline.

Deal Products#

Step 1. On the deal creation or edit page, click Add Product

Step 2. Select a product from your catalog

Step 3. Set the Quantity, Unit Price, and optional Discount

Step 4. The line total is auto-calculated

Step 5. Add more products as needed — the deal value updates automatically

Closing a Deal#

Won#

Step 1. Move the deal to a stage where Is Won is set to true

Step 2. The deal is marked as closed-won

Step 3. The activity timeline records the close date and final value

Lost#

Step 1. Move the deal to a stage where Is Lost is set to true

Step 2. Enter a Lost Reason explaining why the deal was lost

Step 3. The deal is marked as closed-lost

Tip: Always record a lost reason. Over time, this data reveals patterns that help you improve your win rate.

Forecast#

Step 1. Go to /default/pipeline/forecast

Step 2. Review the forecast dashboard:

• Summary Cards — total pipeline value, weighted value, expected closes this month
• Stage Breakdown — value at each stage weighted by win probability
• Trends — how your pipeline has changed over time

Tip: Use the forecast to prioritize deals that are closest to closing and identify stages where deals tend to stall.

Converting a Deal to an Invoice#

Step 1. Open the deal detail page at /default/pipeline/deals/{dealId}

Step 2. Click Convert to Invoice

Step 3. Review the pre-filled invoice with the deal's products, quantities, and pricing

Step 4. Adjust any details as needed

Step 5. Click Save to create the invoice

Important: You must have invoicing settings configured before converting deals. See Invoicing for setup instructions.