Deals

Deals represent individual opportunities within a Pipeline. Each deal contains key information such as value, stage, priority, dates, and activity history.

Deals live on the Pipeline page and can be viewed, filtered, searched, moved, and updated at any time.

What You Can Do With Deals

• Create new deals

• Edit existing deals

• Move deals between stages or pipelines

• Delete deals when no longer needed

• View deals in Kanban or List view

Use Cases

• Track opportunities through your sales process

• Organize work by stage, priority, or follow-up date

• Maintain a clean, accurate pipeline

• Forecast revenue and manage workload

New Deal

Create a new deal to add an opportunity to your Pipeline.

Creating a New Deal

1. Go to the Pipeline page

2. Click New Deal in the action bar

3. Enter deal details:

   • Deal name

   • Pipeline

   • Stage

   • Value

   • Priority

   • Follow-up date (optional)

   • Close date (optional)

4. Click Save

The deal is added to the selected stage immediately.

Note: Required fields must be completed before saving.

Use Cases

• Log a new inbound lead

• Add a deal after a discovery call

• Manually create high-value opportunities

• Add deals that were not imported or auto-created

Edit Deal

Editing a deal lets you update its details as the opportunity progresses.

Editing a Deal

1. Open a deal from the Pipeline page

2. Update any field in the deal panel:

   • Stage

   • Value

   • Priority

   • Dates

   • Other attributes

3. Changes save automatically (or click Save, if required)

Updates apply instantly across all views.

Note: Editing a deal does not affect other deals or pinned views.

Use Cases

• Update value after pricing changes

• Adjust follow-up or close dates

• Change priority as urgency increases

• Correct or refine deal information

Delete Deal

Deleting a deal permanently removes it from your Pipeline.

Deleting a Deal

1. Open the deal

2. Click 3 dot menu item

3. Click Delete Deal

4. Confirm deletion

The deal is removed immediately.

Note: Deleted deals cannot be recovered.

Use Cases

• Remove duplicate deals

• Clean up unqualified or invalid opportunities

• Delete test or placeholder deals

• Maintain accurate reporting and forecasting

Move Deals

Move deals between stages or pipelines as they progress or change status.

Deals can be moved individually or in bulk.

Moving a Single Deal (Deal Panel)

1. Open the deal

2. Change the Stage or Pipeline field

3. The deal moves immediately

Moving Deals from the Pipeline View

1. Go to the Pipeline page

2. Select one or more deals:

   • Click a single deal, or

   • Use checkboxes to select multiple deals (List view)

3. Click Move

4. Choose:

   • New Stage, or

   • New Pipeline

5. Confirm

All selected deals update at once.

Note: Available stages depend on the selected pipeline.

Use Cases

• Advance deals through the sales process

• Bulk-move stalled deals to a follow-up stage

• Reassign deals to a different pipeline

• Clean up or reorganize pipelines quickly

Customize Deal Display

Customize Deal Display lets you control which attributes are visible inside the Deal Panel. This helps you focus only on the information you actually use when working a deal.

Accessing Customize Deal Display

1. Open a deal from the Pipeline page

2. In the deal panel, click the three-dot menu

3. Select Customize Deal Display

Customizing Deal Attributes

1. Toggle attributes on or off

2. Close the menu

The deal panel updates immediately.

Common Attributes

• Value

• Priority

• Pipeline

• Stage

• Follow-up Date

• Close Date

• Owner

• Last Contacted

• Custom fields (if available)

Note: Hidden attributes are not removed—only hidden from the deal panel view.

How It Works

• Customizations apply to the deal panel layout

• Deal data remains unchanged

• This does not affect List or Kanban views

Use Cases

• Reduce clutter when reviewing deals quickly

• Highlight follow-up and priority during daily work

• Hide rarely used fields

• Create a cleaner, faster deal workflow

Customize Deal Display keeps the deal panel focused so you can move faster without losing important context

Additional Deal Features

• Focus mode

• Close/won/lost

Pipeline

Settings is where you create, edit, and delete Pipelines and their Stages.

Use Cases

• Set up different pipelines for different offers/products

• Rebuild stages to match your actual sales process

• Clean up old pipelines and stages that aren’t used anymore

• Rename stages to match team language (so reporting stays consistent)

New Pipeline

Creating a Pipeline

1. Go to Settings

2. Open Pipelines

3. Click Create Pipeline

4. Enter a pipeline name

5. Click Save

Edit Pipeline

Editing a Pipeline

1. Go to Settings → Pipelines

2. Select the pipeline

3. Update the name/details

4. Click Save

Delete Pipeline

Deleting a Pipeline

1. Go to Settings → Pipelines

2. Select the pipeline

3. Click Delete

4. Confirm deletion

Note: If the pipeline has deals, you may need to move them first (or choose where they go) depending on your rules.

Move Pipeline Order

Pipeline Stages

New Pipeline Stage

Adding a Stage

1. Go to Settings → Pipelines

2. Select a pipeline

3. Click Add Stage

4. Name the stage

5. Click Save

Edit Pipeline Stage

Editing a Stage

1. Go to Settings → Pipelines

2. Select a pipeline

3. Click the stage

4. Edit name/order

5. Click Save

Delete Pipeline Stage

Deleting a Stage

1. Go to Settings → Pipelines

2. Select a pipeline

3. Click the stage

4. Click Delete

5. Confirm deletion

Note: If a stage has deals, you may be prompted to move them to another stage.

Move Pipeline Stage

Moving a Stage

1. Go to Settings → Pipelines

2. Select a pipeline

3. Click the stage

4. Click Drag and drop

5. Position order you like

Note: If a stage has deals, you may be prompted to move them to another stage.

Additional Pipeline Stage Features

• Track time in stage

• Auto-increment follow up date

• Sorting

• Custom Coloring

• Hide/Show stage