Deals

The Deals page tracks sales opportunities. Each deal has a monetary value and moves through pipeline stages until it is won or lost. Like leads, you can use a Kanban board or list view.

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Deal pipeline stages

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Stats

At the top of the page, two key metrics:

• Pipeline Value — Total value of all open deals (not Won or Lost) in INR
• Won Value — Total value of all deals in the “Won” stage

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Add a deal

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Move deals through the pipeline

Drag deal cards between columns on the Kanban board, or edit the deal and change the stage.

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Deal card details

Each card shows:

• Deal title
• Company name (if linked)
• Amount (formatted as INR with commas, or “No amount”)
• Expected close date
• Contact name badge
• Assigned user badge

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Assign deals

Click the three-dot menu → Assign to assign a deal to a team member. This helps track who is responsible for closing each deal.

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Customize the pipeline

Go to Customize → Pipelines → Deal Pipeline to change the stages. You can add stages like “Demo Scheduled” or “Contract Sent” to match your sales process.