#Deals

Deals track sales opportunities through your pipeline. Each deal is linked to an account and optionally to a specific contact or user.

Want a visual stage view? Use the Pipeline Board — a Kanban view of every open deal grouped by stage, with drag-and-drop to move them along.

#Plan limits

The number of deals an organization can have is capped on the Free plan (5 deals). Paid plans allow unlimited deals — see Plans & Billing.

#Creating a Deal

1. Go to Customer Relations → Deals, or click Create deal from a column on the Pipeline Board
2. Click New Deal
3. Fill in the details:
   • Name — Deal name (required)
   • Account — The company this deal is with (required)
   • Contact / User — Specific person on the deal (Contact or User)
   • Value — Monetary value (required)
   • Stage — Current pipeline stage (see Stages)
   • Status — Open, Won, or Lost
   • Expected Close Date — When you expect to close
   • Probability — Win probability percentage
   • Source — Where the opportunity came from
   • Owner — Team member responsible

#Additional Info

• Description — Details about the deal
• Notes — Internal notes
• Interactions — Log calls, meetings, and emails as a relation on each deal

#Deal Stages and Status

Deals have two related concepts:

• Status — open, won, or lost. Closed (won/lost) deals drop off the Pipeline Board.
• Stage — Your pipeline columns (e.g. Qualification → Proposal → Negotiation). Configure them in Stages or directly from the Pipeline Board.

#Viewing Deals

The deals table shows:

• Deal name, owner, account
• Client (the linked Contact or User)
• Stage and Status (color-coded)
• Value (in your organization's currency)
• Expected close date, probability, and source

#Filtering Deals

Filter by:

• Status (Open / Won / Lost)
• Stage, account, owner
• Value range and expected close date

#Comments and Interactions

Open a deal to:

• Comment — track internal discussion via @mentions
• Log interactions — record calls, meetings, and emails using the Interactions relation

#Editing a Deal

1. Click on any deal
2. Click Edit to modify (or use Replicate to clone)
3. Save your changes

Marking the status as Won or Lost automatically removes the card from the Pipeline Board and feeds the Won This Month and Pipeline Value stats on the CRM Dashboard.

#Deleting a Deal

Deals are soft-deleted (moved to Trash). You can restore them later.

#Import & Export

• Import — Bulk-import deals from CSV
• Export — Download deals as CSV for reporting