Deals

Turn a qualified lead into revenue you can forecast.

2 guides in this section

A deal is a revenue opportunity — raised once a lead shows real buying intent, so you can track it through to a close instead of losing it in a general list of enquiries. The Deals section is where every open opportunity lives, viewable either as a straightforward list or as a pipeline board with one column per stage, so you can see at a glance what's stuck and what's moving. This section covers creating a deal and staying on top of the ones already open. Add a deal shows how to raise one against a lead with a value and a starting stage. Managing deals covers moving deals through the pipeline, keeping stages honest as circumstances change, and opening any deal to see its full history — linked lead, tasks, notes and activity in one place. Because every deal traces back to the lead it came from, this section works best once Leads is familiar; a deal is what a well-worked lead becomes.