Deals & Pipeline

Manage your sales opportunities with a visual pipeline. Track deals from lead to close.

Overview

The Deals module provides:

• Visual Kanban pipeline
• Drag-and-drop deal management
• Custom pipeline stages
• Deal value tracking
• Win/loss analytics

Pipeline View

Kanban Board

Deals are displayed as cards on a Kanban board:

• Each column represents a pipeline stage
• Drag cards between columns to update status
• Click a card to view deal details

Default Stages

1. New Lead: Fresh opportunity
2. Qualified: Needs confirmed, budget available
3. Proposal: Proposal sent to customer
4. Negotiation: Terms being discussed
5. Won: Deal closed successfully
6. Lost: Deal lost

Creating a Deal

1. Click New Deal
2. Fill in deal details:
   • Deal name
   • Contact
   • Value
   • Expected close date
   • Pipeline stage
3. Save

Deal Details

Each deal shows:

• Value: Deal amount
• Contact: Associated contact
• Stage: Current pipeline position
• Expected Close: Projected close date
• Activities: Notes, calls, meetings
• Files: Attached documents

Custom Pipelines

Create pipelines for different sales processes:

1. Go to Settings > Pipelines
2. Click New Pipeline
3. Define stages
4. Set default pipeline

Analytics

Track your sales performance:

• Total pipeline value: Sum of all active deals
• Win rate: Percentage of deals won
• Average deal size: Average value of closed deals
• Sales cycle: Average time from lead to close
• Stage conversion: Conversion rates between stages