Creating Deals

A deal represents a single revenue opportunity. This page covers creating deals, moving them through stages, and closing them out.

Creating a deal

Create a deal from the Pipeline → Deals board. Give it a name and value, choose a stage, and associate the account it belongs to. New deals start in the first stage of your pipeline.

The deal detail page

Opening a deal shows its detail page: inline-editable fields, an arrow-step progress indicator across your stages, and tabs for Activity and Contacts. The right sidebar holds Quick Actions, a stall alert when the deal has gone quiet, and a Danger Zone. Every field stays editable regardless of the deal's stage.

Moving deals through stages

Drag a card between columns on the board, or use the stage progress indicator on the detail page. Stage changes are recorded on the deal's activity timeline.

Linking contacts and accounts

Associate the account from the deal sidebar so the deal appears on that company's Deals tab. Add the people involved on the deal's Contacts tab — the same deal then surfaces on each linked contact's Deals tab.

Closing a deal

Use Mark as Won or Mark as Lost. Marking a deal lost opens a modal to capture the lost reason, which feeds win/loss reporting. Won and lost deals show a banner with a Reopen button if you need to revisit them.

The AI deal card

Above Quick Actions, the AI card shows the deal's score, an AI win-likelihood percentage, a list of risk factors, and a recommended action. Refresh it manually whenever the deal changes materially.