ModulesCRM
Deals
Track your sales pipeline and close deals.
Deals represent sales opportunities moving through your pipeline. Track value, stage, probability, and close dates.
Pipeline View
The pipeline view shows deals as a kanban board with customizable stages. Drag deals between stages to update their progress.
Default stages: Lead → Qualified → Proposal → Negotiation → Closed
Customize stages at CRM → Settings → Pipeline Stages.
Creating Deals
- Navigate to CRM → Deals
- Click New Deal
- Fill in: title, value, contact, company, stage, expected close date
- Click Save
Deal Detail View
- Overview — Value, stage, probability, close date
- Contacts — People associated with this deal
- Activity Timeline — All interactions and stage changes
- AI Panel — Win probability prediction, suggested actions, similar deals
Reporting
- Pipeline value — Total value by stage
- Win rate — Percentage of deals closed won
- Average deal size — Mean value of closed deals
- Sales velocity — Average time from creation to close