[Category]Sales
Deals
Move deals through your pipeline and see which ones are going quiet.
Deals are your sales pipeline. Every deal sits in a stage, carries a potential value, an expected close date and a point of contact, and you can look at the whole pipeline either as a list with forecast columns or as a board with one lane per stage.
Open the pipeline from Leads in the menu.
The deal list
The list is the main working view: one row per deal, with the columns a pipeline is actually scanned with — is the deal real (its value), is it moving (last activity, time in stage) and is it going to close (close date). Most of the columns can be edited straight in the row.
How to use it
- Click List under Deals in the left-hand column to get the list view.
- Use the My Deals and All Deals tabs above the list to choose whose deals you see. My Deals reloads the pipeline with only the deals you are responsible for; All Deals shows every deal in the workspace.
- Pick a stage from the All stages dropdown to narrow the list to Lead, Pitch, Negotiations, Closing, Won or Lost. All stages brings everything back.
- Type into the search field above the list and press Enter to find a deal by keyword — the name, the deal text and the name of the point of contact are all searched. The magnifier turns into a cross; click it to clear the search.
- Click a column header — deal name, stage, potential value, close date, last activity or in stage — to sort the pipeline by it.
- Click anywhere in a deal row except the drag handle, the tick box, the stage pill, the value, the score or the name to open the deal in the side panel. Double-clicking the deal name opens it too. This works once the deal has been saved at least once.
- Tick the boxes at the start of the rows to pick several deals at once, or the box in the header to take everything currently loaded. The ticked rows are highlighted, and dragging one of them drags the whole set.
- Click a cell in the totals row pinned under the list to choose what that column should show over the deals currently loaded — count, sum, average, smallest or largest.
- Use the Collections panel on the left to narrow the pipeline to the deals in a chosen collection.
Good to know: filtering, searching and sorting are worked out over the whole pipeline, not only over the rows already on screen — so the biggest or the quietest deal really is the biggest or quietest one you have. Columns that are worked out on the fly are the exception: those sort only what is loaded.
Good to know: an empty list is usually a filter, not a missing deal. My Deals hides deals that belong to someone else, and a stage filter or a keyword search can empty the list on its own.
Good to know: if an edit you made in a row cannot be saved, the message from the server appears in the status bar at the bottom and the cell is put back into editing, so nothing is silently lost.
Good to know: the ticked deals are also what the assistant means when you say "the selected deals". With nothing ticked, it uses the highlighted rows instead.
Good to know: Campaigns sits above List and Board in the left-hand column — clicking it leaves the pipeline for the campaign views.
Related features
The deal board, Pipeline stages, Deal value and forecast, Last activity and time in stage
Creating deals
A deal can be started from the button above the list, or typed straight into a lane on the board when you already know which stage it belongs in.
How to use it
- Click New Deal at the top right. An empty deal opens in the side panel, ready for a name, a value, a close date and a point of contact.
- Or, on the board, type a name into the add field of a lane and press Enter. A deal with that name is created in that lane's stage and the field clears for the next one. Escape clears the field without creating anything.
- To rename a deal later without opening it, move the pointer over its row and click the pen that appears at the right of the name, then type. The new name is saved on the deal.
Good to know: in the list the deal name is read-only until you use the pen — a plain click on the name only ticks the row for a bulk action instead.
Related features
Pipeline stages
Every deal sits in one stage: Lead, Pitch, Negotiations, Closing, and then Won or Lost. The stage drives the lane the deal gets on the board, the stage filter in the list, and how much of the deal's value counts towards the forecast.
How to use it
- Click the stage pill in the deal row and pick a stage. The pill changes and the deal is saved in the new stage.
- On the board, drag the deal card out of its lane and drop it on another one. The deal is saved in the stage of the lane you dropped it on and the lane totals are recalculated.
- Choosing Won asks once for the amount the deal actually closed at, prefilled from the estimate.
- Choosing Lost asks once for the reason.
- With the deal open in the side panel, setting it to Lost instead makes a Reason for losing field appear underneath with the cursor already in it. Type the reason and click somewhere else: the stage is saved straight away, the reason when you leave the field.
- Use the All stages dropdown above the list to show only the deals in one stage.
Good to know: both closing questions can be skipped — the stage is set either way.
Good to know: the reason field is hidden until the deal is actually set to Lost — a reason on an open deal would only be noise. Setting any other stage hides the field again and clears the reason.
Good to know: if a deal you dropped into another lane cannot be saved, it snaps back to the stage it came from and the reason is shown in the status bar.
Related features
The deal board, Deal value and forecast
Deal value and forecast
A deal carries what you expect it to be worth and, once it is won, what it really closed at. Next to the potential value the list shows a Weighted figure: the same amount discounted by how likely a deal in that stage is to close, so a pipeline full of early-stage deals does not read as money in the bank.
How to use it
- Click the Potential value in the deal row and type an amount. This works once the deal has been saved at least once.
- The amount is saved and shown as a coloured amount whose colour steps up with its size. The weighted figure, the totals row and the bottom total bar are recalculated straight away.
- Read the summed potential value of the deals shown, and how many there are, from the total est. value | Deals bar at the bottom.
- On the board, each lane header sums the value of the deals in it and shows next to it roughly what that is worth once the stage's close probability is applied.
- Open a deal to see the same figure as Est. lead value, and what it actually closed at as Won lead value.
Good to know: the weighted column is read-only — it is always worked out from the potential value and the stage, never typed. It stays blank when the stage says nothing about the odds, rather than showing a zero.
Good to know: the won value is the figure won-deal reporting adds up, so it is worth filling in when the closing question is skipped.
Related features
Pipeline stages, The deal list
Close date
The day you expect the deal to be decided.
How to use it
- Click the Close date in the deal row and pick a date. The date is saved on the deal.
- In an open deal the same date sits in the Close on field.
- Click the Close date column header to sort the pipeline by it.
Good to know: unlike a task's due date, the close date is not counted down in days. Instead an open deal whose close date has passed is flagged with an amber calendar and the hint to re-date the deal or close it. A deal that is already won or archived is never flagged, because there is nothing left to decide.
Good to know: a deal gets a single date here — no times, no end date and no all-day switch, unlike a task or an appointment.
Related features
Last activity and time in stage, Pipeline stages
Last activity and time in stage
Two columns that say what is happening rather than what you hope: Last activity is how long ago something last happened with the point of contact, and In stage is how long the deal has been sitting in its current stage.
How to use it
- Read the two columns in the deal list to spot the deals nobody has touched.
- Click the Last activity or the In stage column header to sort the whole pipeline by it.
- On the board, choose Quietest first or Longest in stage from the order picker to get the same reading as lanes of cards.
Good to know: silence is treated as a problem. The last-activity figure turns to a warning colour after about two weeks and to an alert colour after about a month.
Good to know: a long time in one stage stays neutral — that is context, not an error. And deals with no stage history stay blank instead of pretending they just moved.
Related features
Lead score
The Score column is a number with a tier next to it that says how hot a lead is, so a long queue can be worked hottest first. You can always ask why a deal has the score it has.
How to use it
- Click the score in the deal row. This works once the deal has been scored at least once.
- A panel opens listing every signal with its points, how much the score moved since it was last worked out, the signals the workspace has no data for at all, and when the deal was scored.
- Click the Score column header to sort the pipeline hottest first.
Good to know: a deal that has never been scored shows nothing at all rather than a zero — a blank score means "not scored yet", not "cold".
Related features
Last activity and time in stage, The deal list
People and origin of a deal
A deal names the person it is being run with, the company behind them and the colleague responsible for it. Next to them the list shows where the contact came from.
How to use it
- Click the Point of contact or the Company cell in the deal row and pick from the list that appears; type to search for someone. The deal is linked to that person or company and shows their name in the row.
- The colleague responsible for the deal is edited in the row in the same way.
- Open the deal to set the same people there, through Add customer and Add company.
- Read the Campaign column for the campaign the deal is assigned to, plus badges for the sources the contact was seen through.
- Click a source badge to open that contact's campaign report.
Good to know: the website badge always comes first, so the sources always read in the same order.
Related features
The deal list, Tasks on a deal
The deal board
The board is the same pipeline as cards in lanes, one lane per stage — good for moving deals along and seeing what each stage is worth.
How to use it
- Click Board under Deals in the left-hand column. The board opens with a lane per stage, the order picker appears next to the search field, and the bottom bar shows the total value across the lanes.
- Drag a card from its lane onto another lane to move the deal to that stage.
- Type a name into the add field of a lane and press Enter to create a deal already in that stage.
- With the board showing, click the order picker at the right of the search row and choose Default order, Value (high to low), Quietest first, Longest in stage or Name (A–Z). Every lane is reloaded in that order across the whole pipeline and the keyword search stays applied.
- Use a lane's own menu to fold the lane away to a narrow strip. Clicking the strip opens it again.
Good to know: the card order you chose and the lanes you folded away are remembered for the next time you open the board.
Good to know: the My Deals tab, the stage dropdown and the keyword search all still apply to the board — a lane can be empty simply because no deal in that stage got through the filter.
Related features
The deal list, Pipeline stages, Deal value and forecast
Tasks on a deal
The work that has to happen for a deal hangs off the deal itself, so the follow-up is where the deal is rather than lost in a general task list.
How to use it
- Open the deal in the side panel and click Add sub task in its Subtasks section. The task is created under the deal and appears in the deal's list of tasks.
- To connect work you already planned, open the task instead and click Link to deal, then search for the deal and pick it.
- The task then shows the deal as a stage-coloured pill. Clicking the pill opens the deal; the small cross removes the link.