Skip to main content
Deals represent revenue opportunities in your pipeline. Every time a contact becomes a potential sale, you create a deal to track it — the amount, the stage, the expected close date, and everything that happens along the way.

​
Creating a Deal

There are a few ways to create deals:
  • From the Deals view — click New Deal and fill in the details
  • From a contact — open a contact and add a deal directly to their record
  • Ask your agent — “Create a $5,000 deal for Sarah at Peak Fitness, expected to close next month”
  • Automatically — your agent can create deals when processing new leads or during scheduled tasks

​
Deal Fields

Every deal includes:
Use descriptive deal names that include the company and what they’re buying. “Annual Support Contract” tells you nothing when you have 50 deals open. “Acme Corp — Annual Support Contract” is instantly scannable.

​
Deal Stages

Deals move through your pipeline stages as they progress. The default stages are:
  1. New — just created, not yet worked
  2. Contacted — initial outreach made
  3. Qualified — confirmed as a real opportunity
  4. Proposal Sent — pricing or proposal delivered
  5. Negotiation — terms being discussed
  6. Won — deal closed successfully
  7. Lost — deal didn’t close
You can customize these stages to match your sales process. See Pipeline for details.

​
Moving Deals Between Stages

  • Drag and drop in the Pipeline view
  • Edit the deal and change the stage field
  • Ask your agent — “Move the Acme Corp deal to Proposal Sent”

​
Tracking Revenue

Deals give you visibility into your revenue pipeline:
  • Total pipeline value — sum of all open deals
  • Weighted pipeline — deals weighted by stage probability
  • Won revenue — deals that closed successfully
  • Lost deals — opportunities that didn’t convert
Your agent can generate reports and summaries from your deal data:
“What’s our total pipeline value right now?”
“Show me all deals expected to close this month”
“How much revenue did we close last quarter?”

​
Deals and Contacts

Every deal is tied to a contact. One contact can have multiple deals — for example, a returning customer who buys from you twice a year. When you open a contact’s profile, you’ll see all their associated deals, along with the current stage and amount for each.

​
Using Your Agent with Deals

Your agent can manage deals conversationally:
“I just talked to Mike at Greenfield Industries. They want a 12-month contract for the premium tier — that’s $24,000. Create a deal and set it to Qualified.”
Your agent creates the deal, associates it with the contact, sets the stage, and logs the details.
“Give me a summary of all deals in Negotiation stage”
Your agent pulls the data and gives you a formatted breakdown.
“We lost the Greenfield deal — they went with a competitor. Mark it as Lost and add a note about why.”
Your agent updates the stage and adds the context for future reference.
Set up a daily or weekly schedule to have your agent review the pipeline:
“Every Monday at 8am, review all open deals and post a pipeline summary — total value, deals by stage, and any deals that haven’t been updated in over a week.”

​
Dashboard Widgets

You can add deal-focused widgets to your dashboard:
  • Deal Summary — overview of pipeline value by stage
  • Funnel Chart — visual conversion from stage to stage
  • KPI Cards — total pipeline value, average deal size, win rate
  • Bar/Line Charts — revenue over time, deals closed per month
See Views for more on building dashboards.
Deals are most powerful when combined with pipeline stages, tasks, and scheduled follow-ups. A deal with no next step is a deal at risk — use tasks to make sure every deal has a clear next action.