The Deals tab is your sales pipeline — every opportunity, its stage, its value, and its expected close date.
Create a deal
Open CRM → Deals and click Add Deal.
Fill in the deal name, the linked lead's email, the Stage, the Owner, and the Amount.
Optionally add an Estimated Close Date and associate a company.
Work the pipeline
The pipeline is organized as columns, one per stage. Drag a deal between columns to update its stage. You can also add a deal directly into a column and open any card to edit or delete it.
The default stages match a common outbound flow (lead → qualified → meeting → negotiation → closed), but you can adapt them to your process.
Customize your stages
Use the stage manager to add, rename, recolor, reorder, or delete stages so the pipeline matches your sales process.
Table view
Switch to a table view for a sortable list with columns including Deal Name, Email, Owner, Stage, Amount, Close Date, and Create Date. Filter by stage or owner as needed.
Tips
Keep Amount and Close Date current — the Pipeline Value and Revenue Forecast in Reports pull directly from your deal data.
Create deals in bulk from the Leads tab by selecting leads and clicking Create Deal.