> ## 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.

# Deals

> Track sales opportunities with monetary values, expected close dates, and pipeline stages.

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.

## 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

<Steps>
  <Step title="Click Add Deal">
    Click the **Add Deal** button.
  </Step>

  <Step title="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                       |
  </Step>

  <Step title="Click Create">
    The deal appears on the Kanban board.
  </Step>
</Steps>

## 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

## 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.

## 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.