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All Deals

Manage all your sales deals in one place. Deals represent specific business opportunities with a value, timeline, and pipeline stage.

Deal List

View deals with:

  • Deal number and title
  • Customer or lead name
  • Pipeline stage (with color indicator)
  • Deal value
  • Priority
  • Assigned owner
  • Expected close date

The list and the Pipeline board are two views of the same deals — switch between them with the Pipeline / List toggle at the top.

Filtering

  • Scope — Open, Won, Lost, Deleted, or All deals (the board only shows Open; picking another scope drops you into the List view)
  • Search — search by deal title or number
  • Pipeline — pick which pipeline's deals to show

Creating a Deal

Deals can be created from three entry points, in order of how common they are:

This is the main flow. See Converting a Lead to a Deal — the Convert to Deal dialog creates the deal (and a customer and contact if needed) and drops you on the deal detail page.

From an existing Customer

For repeat business from a customer already in your system:

  1. Open the customer from CRM > Customers
  2. Open the actions menu (⋯) and click Add Deal
  3. The deal form opens with the customer already selected
  4. Fill in the deal details and click Create Deal

Directly

For a deal that didn't come through a lead (walk-in, word of mouth, etc.):

  1. Go to CRM > Deals > All Deals (or the Pipeline view)
  2. Click + New Deal
  3. Enter deal details:
    • Title (required) — e.g., "Office Interior Renovation"
    • Customer (optional) — search and pick, or leave blank and link later
    • Value (optional)
    • Priority
    • Expected close date (optional)
    • Description (optional)
  4. Click Create Deal

The deal is placed at the first stage of your default pipeline. You can drag it through stages on the Pipeline view.

Deal Detail

Click a deal to open its detail — either in a side panel beside the list/board or as a full page, depending on your Detail view setting. Both show the same thing.

Header actions: Won, Lost, Reopen, Edit, and Delete, plus the stage chevron showing where the deal sits.

Tabs:

  • Overview — value, probability, expected close date, owner, linked customer, source lead, and details
  • Activity — calls, meetings, notes, and tasks logged on the deal
  • Quotations — quotations raised for this deal
  • Follow-ups — scheduled follow-ups for this deal
  • History — the full timeline, including stage changes

Deal Status and Lifecycle

A deal moves through stages (Qualification → … → Final Review) while its status stays Open. The status is the outcome, set with the header buttons — not a stage:

Status Meaning How you reach it
Open Still in play, sitting in a stage on the board Default
Won Closed successfully Won button
Lost Didn't work out; records a lost reason Lost button (with a reason)
  • Won deals can be converted to projects and leave the board
  • Lost deals record the lost reason for future analysis
  • Use Reopen to return a won/lost deal to Open
  • The source lead remains — new deals can be created from the same lead later

Quotations

Quotations are created under deals:

  1. Open a deal
  2. Navigate to the quotations section
  3. Click + New Quotation
  4. Add line items, terms, and submit

See Quotations for details on the quotation workflow.