What is a deal?
Represents a revenue opportunity. Each deal belongs to a pipeline stage, has an owner, and can include products and contacts.Key fields
- Name, expected value, currency, and expected close date.
- Pipeline and stage to show where it sits in your process.
- Owner, stakeholders (contacts), and products for revenue tracking.
- Custom properties for your own fields.
Creating and updating
- From the board or table, click New Deal, set the pipeline/stage, and assign an owner.
- Drag to reorder or change stages on the board.
- Add contacts and products from the deal drawer to keep context and value accurate.
Good practices
- Keep expected close dates current for forecasting.
- Use a consistent currency across deals and products.
- Attach stakeholders so activities and notifications stay contextual.
Common workflows
- Manage the pipeline visually on the board and reorder as priorities change.
- Trigger automations when a stage changes (e.g., start onboarding at Closed Won).
- Attach products to track deal value for ARR/GM reporting.