Deals and Pipelines

Deals are sales opportunities. A pipeline is the set of stages a deal moves through (like "Lead", "Proposal", "Closed Won"). This page explains how to set up pipelines, create deals, and track them.

Opening Deals

1. Click CRM in the left menu.

2. Click Deals in the CRM navigation.

3. You see a kanban board with your deals shown as cards in stage columns.

Creating a Pipeline

Before you can add deals, you need at least one pipeline. A pipeline is the list of stages a deal moves through.

1. Click Deals in the CRM navigation.

2. Click the three-dot menu near Export, Import Deals, and Add Deal.

3. Click Add Pipeline.

4. The Create Pipeline dialog opens.

Picking a Template

When creating a pipeline, you can start from a template or build your own.

• Pick a template from the Pipeline Template dropdown to get pre-made stages.
• Or choose Custom Pipeline to start from scratch.

Setting Up Stages

Each pipeline needs stages. Every pipeline must have at least one stage marked as "Won" and one marked as "Lost."

For each stage, fill in:

5. Drag the grip handle on the left of any stage to reorder.
6. Click Add Stage to add more.
7. Click the trash icon to remove a stage (you cannot remove the last Won or Lost stage).
8. Click Create Pipeline.

Multiple Pipelines

You can create as many pipelines as you need. For example:

Switch between pipelines using the dropdown at the top of the Deals page.

Creating a Deal

1. Click the Add Deal button at the top right (or the + icon in any stage column).

2. The Create Deal dialog opens.

3. Fill in the deal details:

4. Click Create Deal.

Automatic Deal Creation

When a lead replies with interest or books a meeting through the Cold Email Agent or AI SDR, the CRM can create or update a deal and link the person to it.

The system uses the campaign and CRM context available at the time to choose the pipeline and stage. Treat the automatically created deal as a starting point, then review it and move it through your pipeline as the opportunity progresses.

Moving Deals Through Stages

Drag and Drop

1. Click and hold a deal card on the kanban board.
2. Drag it to the stage column you want.
3. Let go. The change saves right away.

From the Deal Profile

1. Click a deal card to open it.
2. Click the Stage dropdown.
3. Pick the new stage.
4. The change saves automatically.

Filtering and Sorting Deals

Use the controls above the kanban board:

• Search deals... - Find deals by name.
• Probability, Amount, Date, Tags, Owner - Narrow the board with dropdown filters.
• Sort - Change the order of deal cards within each column.
• Views - Save or switch table/board view settings.

Deal Details

Click any deal card to see its full profile. The deal profile has the same layout as contacts and companies:

Record Details

Linked People and Companies

See who is involved in this deal. Link or unlink people and companies the same way as on person and company profiles.

Activity Timeline

Merging Duplicate Deals

If you have two deal records for the same opportunity, you can merge them.

1. Open the deal you want to keep.
2. Click the three-dot menu at the top.
3. Click Merge records.
4. Search for the duplicate and select it.
5. Review and click Merge records.

Closing Deals

Won Deals

1. Drag the deal to your "Closed Won" stage (or change the stage dropdown).
2. Update the amount to the final number if needed.
3. The deal now counts toward your revenue metrics on the Dashboard.

Lost Deals

1. Drag the deal to your "Closed Lost" stage.
2. Optionally add a note explaining why it was lost.
3. The deal stays visible in your pipeline history.

Editing a Pipeline

1. Choose the pipeline you want to change from the All Pipelines dropdown at the top of the Deals page.
2. Click the three-dot menu near Export, Import Deals, and Add Deal.
3. Click Edit Pipeline.
4. Update the name, add stages, remove stages, or reorder them.
5. Click Update Pipeline.

Troubleshooting