CRM
Deals: creating, moving, closing
Create a deal, move it through stages, and close it won or lost.
A deal belongs to one pipeline, is tied to one contact, and its status (OPEN, WON,
or LOST) always matches the type of the stage it's currently in.
Creating a deal
- Open a pipeline and click New deal.
- Search for the Contact by name, email, or company, and pick one from the results.
- Fill in Deal name and optionally Value ($).
- Pick a starting Stage.
- Click Create deal.
Moving a deal
Drag the deal's card from one stage column to another. This calls the same move action
whether you're re-ordering an open pipeline or closing a deal — dropping a deal into a
WON or LOST stage sets its status to match immediately.
Closing a deal
There's no separate "close" action — closing is just moving the deal into a stage typed
WON or LOST. See Pipelines and stages for how stage
types are set up.
Editing or deleting a deal
Click into a deal to change its Name or Value, add tasks and notes, or delete it from that page.
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