Deals

Deals represent sales opportunities moving through your pipeline stages.

3.1 Viewing Deals

Two views are available:

List View:

1. Go to Sidebar > CRM > Deals
2. Filter by pipeline, stage, customer, assigned rep, forecast category, or date range

Kanban View:

1. Click Kanban on the deals page
2. See deals as cards organised by pipeline stage
3. Drag and drop cards to move deals between stages

3.2 Creating a Deal

1. Click New Deal
2. Enter deal details:
   • Deal name
   • Customer (select existing or create new)
   • Pipeline and starting stage
   • Expected value
   • Expected close date
   • Forecast category (Pipeline, Best Case, Commit, Closed)
   • Assigned sales rep
   • Notes
3. Click Save

3.3 Deal Details

Click a deal to view:

• Summary — Value, stage, probability, expected close date, age
• Line Items — Products/services on the deal with quantities and prices
• Stage History — Timeline of all stage movements with duration
• Activities — Scheduled and completed tasks for this deal
• Quotes — Quotes generated from this deal
• Invoices — Invoices created from this deal
• Documents — Attached files

3.4 Moving Deals Through Stages

1. On the deal detail page, click Move to Stage
2. Select the target stage
3. If the stage has a Stage Policy, complete any mandatory checklist items before moving
4. Review any automatically applied next-step requirements or follow-up activities
5. The stage change is recorded in the stage history

3.5 Stage Policies

Stage policies help standardise how deals move through the pipeline:

• Define required checklist items (e.g. "Decision maker identified", "Budget confirmed")
• Set next-action SLA expectations for disciplined follow-up
• Auto-create follow-up activities when a deal enters the stage
• Configure escalation behaviour for unmanaged or stalled deals
• Policies are configured in Pipeline Settings

3.6 Winning or Losing a Deal

Marking as Won:

1. Go to the deal detail page
2. Click Won
3. The deal moves to the Won stage
4. Optionally convert to an invoice

Marking as Lost:

1. Click Lost
2. Select a Lost Reason (configurable in settings)
3. Add optional notes
4. The deal is archived

3.7 Converting Deals to Invoices

1. On a won deal, click Create Invoice
2. Line items are carried over from the deal
3. Choose CRM invoice or Accounting module invoice (if dual-mirror mode is enabled)
4. Review and save

Only won deals can be converted directly to invoices.

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