Deals
A deal is a revenue opportunity tied to one account, and the deals board shows you exactly where every opportunity sits in your pipeline.
A deal is an opportunity for revenue. It always belongs to one account and moves through the stages of a pipeline until you win it, lose it, or close it out.
The deals page gives you a Kanban-style board so you can see your whole pipeline at a glance and move work forward by dragging a card.
Open the deals board
Go to CRM → Deals. By default the board view is selected — each column is a stage in your pipeline and each card is a deal. Drag a card from one column to another to change its stage; the activity log records the move automatically.
If you have more than one pipeline, switch between them with the pipeline picker at the top of the board.
Create a deal
Click + New deal
From either the board or the list view, click + New deal.
Pick an account
Every deal needs an account. Start typing to search; create the account first if it doesn't exist yet.
Fill in the deal
Set the name, value, expected close date, stage, and owner. Add the contacts involved on the customer side.
Save
The deal appears as a card in its stage column on the board.
Deal fields
| Group | Fields |
|---|---|
| Core | Name, account, value (currency), expected close date. |
| Workflow | Stage, owner, contacts involved. |
| Extra | Any custom fields you've added for deals. |
Move deals through stages
You have two ways to change a deal's stage:
On the board, pick up a card and drop it into another column. The deal saves immediately and the move shows up in the activity log.
Open the deal, change the Stage field, and save. Use this when you're already in the deal making other edits.
Bulk operations
Select multiple deals from the list view to:
- Assign or change the owner
- Move several deals to a different stage at once
- Add or remove tags
- Delete the selected deals
- Export to CSV
Activity log
Every deal has an activity log on its detail page. It records stage changes, notes you've added, and tasks completed against the deal. Use it to answer "what's happened on this deal lately?" without scrolling through email.