Deals & Pipeline

Deals are sales opportunities. Each deal moves through pipeline stages from first contact to closed — won or lost.

Pipeline Stages

Stage	Default Probability
New Deal	10%
Proposal Sent	30%
Negotiation	60%
Won	100%
Lost	0%

Views: List vs Kanban

Toggle between two views using the buttons in the page header.

List View

A sortable table showing title, contact, value, stage badge, close date, and assigned user. Rows are highlighted:

• 🟡 Amber — close date is within 7 days
• 🔴 Red — close date has passed and the deal is not Won/Lost

Kanban Board

Columns represent each stage. Drag a deal card from one column to another to update its stage.

Each card shows:

• Deal title and value
• Linked contact name
• Win probability chip
• Overdue badge if the close date has passed

Creating a Deal

Click New Deal:

Field	Required	Notes
Title	Yes	Short description of the opportunity
Value	No	Total deal value in your currency
Stage	Yes	Defaults to New Deal
Contact	No	Link to a CRM contact
Assigned To	No	Sales user who owns this deal
Expected Close Date	No	Date picker
Win Probability	No	0–100% slider (auto-filled by stage)

Editing a Deal

Click the deal title or the edit icon. All fields can be updated including the stage.

Moving a Deal Stage

Via Kanban: Drag the card to the target column.

Via List/Edit: Open the deal and change the Stage field.

Both methods log a stage_changed activity automatically.

Win Probability

The probability slider (0–100%) is auto-populated based on the stage but can be overridden. This powers the weighted pipeline value in Reports:

Weighted Value = SUM(deal.value × deal.probability / 100)

Deal Products (Line Items)

Each deal can have multiple line items. On the deal detail page, scroll to the Products section:

Field	Description
Name	Product or service name
Quantity	Number of units
Unit Price	Price per unit

The deal value is automatically calculated from line items (or you can override it manually).

Deal Notes

The deal detail page has a Notes section. Add timestamped notes visible to your whole team.

Close Date Alerts

• Dashboard — "Closing This Week" card shows deals due within 7 days
• List — rows highlighted amber (≤7 days) or red (overdue)
• Kanban — "Overdue" badge on cards past the close date

Deleting a Deal

Deleted deals go to Deals Trash.