Deals represent potential sales opportunities with your clients. Each deal moves through different stages of your sales pipeline — from the first contact to closing the deal.

How to create a new deal

1. On your sidebar → Sales → Deals.
2. Click on + New deal (top right corner).
3. Fill in the deal details:
   • Client: select from your contact list.
   • Deal name: a short description (e.g., “Website redesign”).
   • Estimated amount and Currency.
   • Deal stage: choose between New, Qualification, Proposal sent, Negotiation, or Closed won/lost.
   • Deal owner: who’s responsible for managing it.
   • Expected close date: when you anticipate the deal will be completed.
4. Click Create.

Understanding your pipeline

Your deals are organized by stages in a visual board — allowing you to see where each opportunity stands.

• New: recently created deals.
• Qualification: assessing fit or gathering information.
• Proposal sent: quote or offer shared with the client.
• Negotiation: final discussions before closing.
• Closed won: successfully converted to a sale.
• Closed lost: opportunity not converted.

Each card shows:

• Deal name and amount
• Client and owner
• Number of quotes or invoices
• Expected close date

You can drag and drop deals between stages as they progress.

Deal details view

Click any deal to open its detail page, where you’ll find:

• Estimated deal value and progress bar.
• Expected close date and deal creation info.
• Linked tabs:
  • Details: overview of the opportunity.
  • Quotes: proposals created for this deal.
  • Invoices: any invoices linked to it.