Deals and pipelines

A deal is one sale you are working on: a name, a value, a close date, an owner, the contacts involved and, if you like, a company. Deals move through the stages of a pipeline until they are won or lost.

Set up your pipelines

1. 1 Open Settings → Deal pipelines. Add a pipeline for each way you sell — new sales and renewals, say.
2. 2 Add stages in order, give each a colour, and set its win probability. The probability weights each deal's value in your forecast.
3. 3 Every pipeline has a won stage and a lost stage. Mark one pipeline as the default for new deals.

Work the board

• Open Deals to see the board: a column per stage, each with its count and value. Drag a card to move it.
• Filter by create date, close date or last activity, sort by value or close date, and search deals or contacts.
• Ctrl+click cards to select several, then assign them, move them, add a task to each, or delete them together.
• Open a deal to see its timeline — notes, calls, meetings and tasks — plus its contacts, company and orders.

Winning and losing

Use Mark as won or Mark as lost, or drag the deal to the won or lost stage. When you mark a deal as lost you can note the reason, so you can see later why deals slip.