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CRM: Deals and Pipeline

Last updated Oct 25, 2026

Deals track sales opportunities and their value.

Two Views

  • Pipeline: a drag-and-drop board with one column per stage, each showing its deal count and total value.
  • List: a sortable, searchable table.

Adding a Deal

Add Deal takes a name, value (shorthand like 50k or 2m works), currency, stage, probability, contact, company, expected close date, description and tags.

Stages

Default stages are Lead (10%), Qualified (25%), Proposal (50%), Negotiation (75%), Won (100%) and Lost (0%). Names, colors, order and probabilities can all be changed.

Stage and value changes are logged on the deal's timeline automatically. With Invoicing, a deal has a Create Invoice button that fills in the deal name and value.