Deals and Pipeline Management

Deals and Pipeline

Deals represent potential revenue opportunities. The pipeline is a visual way to track where each deal stands in your sales process.

Pipeline View

Navigate to CRM > Deals to see your pipeline. Deals are displayed as cards in a Kanban board, organized by stage. Default stages include:

1. Lead: Initial contact or inquiry.
2. Qualified: The prospect has shown genuine interest.
3. Proposal: You have sent a proposal or quote.
4. Negotiation: Terms are being discussed.
5. Closed Won: Deal successfully completed.
6. Closed Lost: Deal did not proceed.

Creating Deals

1. Click New Deal or click the + button in any pipeline stage.
2. Fill in:

• Deal Name: A descriptive title (e.g., "Acme Corp Annual License").
• Value: Expected revenue amount.
• Contact: The associated contact or company.
• Stage: Current pipeline stage.
• Expected Close Date: When you expect to close the deal.
• Assigned To: The team member responsible.

1. Click Save.

Moving Deals

Drag and drop deal cards between stages to update their status. You can also click a deal to open it and change the stage from the detail view.

Deal Detail Page

Click any deal to see:

• Overview: Deal value, stage, close date, and assignment.
• Activity Log: All related emails, calls, meetings, and notes.
• Contact Info: The associated contact's details.
• AI Insights: Win probability, suggested next action, and similar past deals.

Revenue Tracking

The CRM dashboard shows revenue metrics computed from your deals:

• Pipeline Value: Total value of all open deals.
• Revenue This Month: Total value of deals closed this month.
• Average Deal Size: Mean value across closed deals.
• Win Rate: Percentage of deals that close as Won.

Customizing Stages

You can customize pipeline stages from CRM > Settings > Pipeline:

1. Add new stages by clicking Add Stage.
2. Rename existing stages by clicking the stage name.
3. Reorder stages by dragging them.
4. Set a default probability percentage for each stage.

Tips

• Review your pipeline weekly to identify stalled deals.
• Use the Expected Close Date to forecast revenue.
• Let AI suggest the next best action for each deal to keep things moving.