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Deals

Deals track active sales opportunities.

Screenshot needed: Sales Deals kanban page

What this is for​

Use deals to manage pipeline stage, expected close date, estimated value, linked lead, linked customer, and quotations.

Who uses it​

Sales engineers, sales managers, office admins, and owners.

Steps​

  1. Open Sales Deals.
  2. Click Create Deal.
  3. Enter deal name and pipeline details.
  4. Link a lead or customer if available.
  5. Save the deal.
  6. Move the deal stage as work progresses.

Important notes​

The deals page can show pipeline and list views.

Common mistakes​

  • Moving a deal stage without updating notes.
  • Leaving old lost deals active.
  • Creating a quotation under the wrong deal.