> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runspark.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals

> Track revenue opportunities from first contact to close

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:

| Field                   | Description                                                 |
| ----------------------- | ----------------------------------------------------------- |
| **Deal Name**           | A descriptive name (e.g., "Peak Fitness — Annual Contract") |
| **Amount**              | The dollar value of the opportunity                         |
| **Stage**               | Where the deal sits in your pipeline                        |
| **Contact**             | The person or company associated with this deal             |
| **Expected Close Date** | When you expect to close the deal                           |
| **Priority**            | High, medium, or low                                        |
| **Notes**               | Free-text notes about the deal                              |

<Tip>
  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.
</Tip>

## 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](/crm/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:

<AccordionGroup>
  <Accordion title="Creating deals from conversation">
    > "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.
  </Accordion>

  <Accordion title="Getting deal summaries">
    > "Give me a summary of all deals in Negotiation stage"

    Your agent pulls the data and gives you a formatted breakdown.
  </Accordion>

  <Accordion title="Updating deals">
    > "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.
  </Accordion>

  <Accordion title="Scheduled deal monitoring">
    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."
  </Accordion>
</AccordionGroup>

## 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](/crm/views) for more on building dashboards.

<Info>
  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.
</Info>