Deals

Deals represent concrete sales opportunities with expected revenue. When a lead becomes a qualified opportunity, convert it to a deal to track it through your sales process.

Deal Pipeline

Deals have their own pipeline, separate from leads:

Discovery — understanding the prospect’s needs
Proposal — presenting your solution
Negotiation — working out terms
Closed Won — deal signed
Closed Lost — did not convert

Creating Deals

From a Lead

Open a qualified lead
Click Convert to Deal
Set the deal value, expected close date, and stage
The lead’s history carries over to the deal

Manual Creation

Go to Deals in the sidebar
Click New Deal
Link to a contact and company
Set value, close date, and pipeline stage

Deal Details

Each deal tracks:

Value — expected revenue amount
Close date — when you expect to close
Probability — likelihood of winning (auto-calculated from stage)
Contacts — people involved in the decision
Activity — meetings, emails, calls related to this deal
Documents — proposals, contracts, and attachments

Forecasting

The deals view includes a forecast summary showing:

Weighted pipeline — total value × probability for each stage
Expected revenue — deals closing this month/quarter
Win rate — percentage of deals closed won vs. total

Tips

Keep close dates updated — stale dates reduce forecast accuracy
Log all interactions on the deal for team visibility
Use deal stages consistently across your team for reliable reporting