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.Documentation Index
Fetch the complete documentation index at: https://docs.astradial.com/llms.txt
Use this file to discover all available pages before exploring further.
Deal pipeline stages
| Stage | Meaning |
|---|---|
| Lead | Initial opportunity identified |
| Qualified | Confirmed as a real opportunity |
| Proposal | Sent a proposal or quote |
| Negotiation | Discussing terms and pricing |
| Won | Deal closed successfully |
| Lost | Deal did not close |
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
Add a deal
Fill in the details
| Field | Required | Description |
|---|---|---|
| Title | Yes | Name of the deal (e.g., “Enterprise Plan”) |
| Stage | No | Pipeline stage (defaults to “Lead”) |
| Amount | No | Deal value in INR |
| Company | No | Link to a company |
| Contact | No | Link to a contact |
| Expected Close | No | When you expect the deal to close |
| Notes | No | Any additional notes |
Move deals through the pipeline
Drag deal cards between columns on the Kanban board, or edit the deal and change the stage.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