Sales Pipeline

Overview

The Sales Pipeline (Deals module) lets you track opportunities as they move through your sales process. Each deal is associated with a contact and has a value, a current stage, and a history of stage changes.

Deals and Pipeline Stages

What is a Deal?

A deal represents a sales opportunity. When a contact is a potential buyer, you create a deal to track the progress of that specific opportunity. One contact can have multiple deals (e.g., different products or different time periods).

Moving Through Stages

Deals move through your pipeline stages from left to right. Each stage change is recorded with a timestamp and the user who made the change. You can view the full stage history on the deal detail page.

Deal Value

Each deal has a monetary value. This is used for forecasting — the pipeline view can show you the total value at each stage, helping you project revenue.

Managing Deals

Creating a Deal

Create a deal from the Deals list or directly from a contact's detail page. You will need to set:

• Contact — which person this deal is for
• Title — a descriptive name for the opportunity
• Value — the expected deal value
• Stage — the starting stage in your pipeline

Updating a Deal

Edit a deal to update its value, stage, or details. Every stage change is logged automatically — you do not need to manually record it.

Closing a Deal

When a deal is won or lost, update the stage accordingly. Your pipeline view will reflect the outcome and remove the deal from active forecasting.

Tips

• Create a deal as soon as a contact expresses genuine buying intent — do not wait until you are certain they will convert.
• Use deal values even if you are estimating. Forecasting works better with approximate data than with no data.
• Review deals regularly. Stale deals with no recent stage changes often indicate a follow-up is overdue.