Deals & Pipeline

Deals represent sales opportunities in your CRM. Each deal tracks a potential revenue event as it moves through your pipeline stages, from initial discovery through to a closed outcome. Workestra provides both a visual kanban pipeline and a tabular list view, with stage transition validation, stale deal alerts, and built-in commission tracking.

Opportunities Page

Navigate to CRM → Opportunities to access your deals. The page supports two view modes and a full set of filters to help you focus on the deals that matter.

View Modes

Toggle between two layouts using the view switcher in the toolbar:

• Pipeline view — A kanban board with one column per stage. Drag and drop deals between stages to advance them through your pipeline.
• List view — A dense table with sortable columns, checkbox selection, and bulk actions.

Status Filter Tabs

Quick-access tabs at the top of the page let you filter by deal status:

• All Status — Every deal in your workspace (shows a count badge)
• Open — Active deals still in progress
• On Hold — Deals that have been paused
• Closed Won — Successfully closed deals
• Closed Lost — Deals that did not close

Additional Filters

• My Deals — Toggle to show only deals assigned to you. The button highlights when active.
• Assignee — Dropdown populated from your workspace sales reps and any users who own deals. Filter to see one rep's pipeline at a glance.
• Search — Real-time search across deal titles and descriptions. The search bar appears in the dashboard header.
• Saved Filter Presets — Save your current filter combination (status + search query) for quick access later. Presets persist across sessions.

Deep-Link Filters

The opportunities page supports URL query parameters for direct navigation from analytics dashboards and reports:

• ?status=open — Pre-select a status filter
• ?assignee=<user_id> — Pre-select an assignee filter
• ?filter=stale — Show stale deals

CSV Export

Click the Export button to download a CSV of the currently filtered deals. The export includes: Title, Stage, Status, Value, Probability, Contact, Company, and Created At.

Pipeline View (Kanban)

The pipeline view is the primary way to manage your deals visually. It displays six stage columns with drag-and-drop support.

Pipeline Stages

Stage Columns

Each column header shows:

• Stage name with a color indicator
• Deal count for that stage
• Total value of deals in the column
• Average probability across deals in that stage

You can collapse a stage column to save horizontal space. Collapsed state is remembered across sessions.

Drag and Drop

Drag a deal card from one stage column to another to initiate a stage transition. When you drop a deal:

1. Workestra validates the transition (see Stage Transition Rules below)
2. If validation passes, a transition dialog appears for confirmation
3. If validation fails, error messages explain what is missing

Deal Cards

Each card in the pipeline displays:

• Deal ID — A short identifier (e.g., DEAL-A1B2) for quick reference
• Days in stage — How long the deal has been in its current stage
• Title — The deal name, linked to the detail page
• Company or contact — The primary relationship
• Value — Formatted in the deal's currency
• Probability — Shown as a percentage with a color-coded dot (green above 70%, yellow above 30%, red below)
• Assignee avatar — The deal owner's profile picture

Visual indicators:

• Stale badge — A red "Stale" badge with the number of overdue days appears when a deal exceeds its stage threshold (see Stale Deal Detection)
• Overdue border — A red left border appears when the expected close date has passed

Quick actions on hover:

• Email — Opens a compose window to the deal's primary contact
• Call — Initiates a call to the contact's phone number via the built-in voice provider

Context menu (three-dot icon on hover):

• View Details
• Edit Deal
• Move to stage (Qualified, Proposal, Negotiation, or Mark as Won)
• Delete Deal (requires crm.deal.delete permission)

Won Celebration

When a deal moves to Closed Won, Workestra triggers a confetti animation and shows a congratulations modal. This is a small touch to celebrate your team's wins.

List View

The list view provides a tabular layout with the following columns:

Selection and Bulk Actions

Use the checkboxes to select one or more deals. A bulk action bar appears at the bottom with:

• Delete — Remove selected deals (requires confirmation)
• Update Status — Change the status of all selected deals at once
• Update Assignee — Reassign selected deals to a different rep

The select-all checkbox in the header toggles all visible (filtered) deals.

Creating Deals

1. Navigate to CRM → Opportunities
2. Click the + button in the toolbar (requires crm.deal.write permission)
3. Fill in the deal details:
   • Title (required)
   • Description
   • Stage — Which pipeline stage to start in
   • Value — The monetary value of the deal
   • Currency — Defaults to your workspace currency
4. Click Save

Deal Detail Page

Click any deal from the pipeline or list view to open its detail page. The detail page uses a three-column layout.

Header

The header includes:

• Breadcrumb navigation — Opportunities > Deal Title, with links to the associated company and contact
• Stage badge — Shows the current pipeline stage
• Inline-editable value — Click the dollar amount to edit the deal value directly
• Inline-editable probability — Displays the current win probability
• Inline-editable close date — Click to open a date picker for the expected close date

Header actions:

• Email — Send an email to the deal's primary contact
• Share — Share the deal with teammates
• Favorite — Star the deal for quick access
• More menu — View Contact, View Company, Delete Deal

Deal Phases

A chevron progress bar below the header shows where the deal sits in the pipeline:

Discovery → Qualified → Proposal → Negotiation → Closed Won

• Completed stages are dimmed
• The current stage is highlighted with the primary color and a pulsing dot
• Future stages are shown in a muted style
• If the deal is Closed Lost, a separate red badge with an X icon appears instead of highlighting the Closed Won stage

Click any phase chevron to view its completion date (if available).

Left Column — Next Steps

The Next Steps panel provides stage-specific guidance and actions:

Below the next steps panel is the Contacts panel, showing the primary contact with their avatar, name, and job title. Click their name to navigate to the contact detail page. Use the + button to associate additional contacts with the deal.

Center Column — Activity Feed

The activity feed shows a chronological timeline of all interactions related to the deal, including:

• Calls, meetings, and notes logged by your team
• Emails sent and received
• Stage changes
• System-generated events

Use the floating action bar at the bottom of the page to quickly log a call, send an email, or add a note.

Right Column — Context

• AI Panel — Shows AI-generated summary, suggested actions, similar deals, and a "Ask AI" input for deal-specific questions. Summaries are cached for 24 hours.
• Deal Details — Created date, owner, source, deal value, and commission information (if commissions are enabled).

Stage Transition Rules

Workestra enforces validation rules when moving deals between stages to ensure data quality.

Required Fields by Stage

If required fields are missing, the transition is blocked and error messages are displayed in the transition dialog.

Forward Transitions

Forward transitions follow a defined path. Each stage can only advance to specific stages:

• Discovery → Qualified or Closed Lost
• Qualified → Proposal or Closed Lost
• Proposal → Negotiation or Closed Lost
• Negotiation → Closed Won or Closed Lost
• Closed Won and Closed Lost are terminal stages

Backward Transitions

Moving a deal backward (e.g., from Negotiation back to Qualified) is allowed but requires a written reason explaining why the deal is regressing. This reason is stored for accountability and reporting.

Reopening a Closed Won or Closed Lost deal also requires a reason and triggers a warning.

Lost Reason

When moving a deal to Closed Lost, you must select a lost reason from a predefined list:

• Lost to competitor
• Budget constraints
• Bad timing
• No decision made
• Requirements not met
• Other

Automatic Probability Updates

Stage transitions automatically adjust the deal's win probability:

Stale Deal Detection

Workestra automatically flags deals that have been sitting in a stage for too long. Each stage has a threshold:

When a deal exceeds its threshold, it shows a red Stale badge on the deal card with the number of days overdue. Stale deals can also be filtered from analytics dashboards using the ?filter=stale deep-link.

Deal Properties

Core Fields

Relationships

Dates

Commission Fields

For more on commission tracking, see Commissions.

Approval Workflow

Deals can be configured to require manager approval before certain transitions. When an approval is required:

1. The rep clicks the stage transition action
2. An approval request dialog appears where they can add notes explaining the request
3. The request is sent to the designated approver
4. The approver can approve or reject the request
5. Once approved, the transition proceeds

Real-Time Updates

The deals pipeline uses real-time subscriptions. When a teammate updates a deal, your view updates automatically without requiring a page refresh. This applies to both the pipeline and list views.

AI Integration

The AI assistant can help with deals in several ways:

• Deal summaries — Automatic AI-generated summaries of deal status, key risks, and recommended actions
• Similar deals — Find deals with similar characteristics to learn from past outcomes
• Suggested actions — AI recommends next steps based on the deal's current stage and activity history
• Natural language queries — Ask questions like "What deals are at risk of going stale?" or "Show me all deals worth over $100K in negotiation"
• Deal creation — Create deals via chat using natural language

Permissions

Deal operations are controlled by CRM permissions:

Users without write permission can still view deals and the pipeline but cannot create, edit, or move deals between stages.