Deal Management
Creating a Deal
- Click + Add Deal from the Deals page or dashboard
- Enter a title (e.g., "Acme Corp — Enterprise Package")
- Link to a contact and/or company
- Select a pipeline stage
- Set a deal value, probability, and expected close date
- Optionally add a description and lead source
Starting from a Template
If your organization has set up deal templates, pick one from the dropdown at the top of the New Deal form to pre-fill value, stage, probability and description. Company, contact, lead source and close date are always yours to enter. See Company Deal Templates.
Who Owns the Deal
Whoever creates a deal owns it. Sales reps see only their own deals; admins and managers see everything and can reassign. See Who Can See a Deal: Ownership & Reassignment.
Deal Fields
| Field | Description |
|---|---|
| Title | Name of the deal/opportunity |
| Contact | Primary contact for this deal |
| Company | Associated company |
| Stage | Current position in your pipeline |
| Value | Dollar value of the deal |
| Probability | Likelihood of closing (0-100%) |
| Expected Close | When you expect to close |
| Lead Source | How this deal originated |
Weighted Pipeline
The dashboard shows both Total Pipeline and Weighted Pipeline. Weighted value = Deal Value × Probability. For example, a $10,000 deal at 50% probability contributes $5,000 to the weighted pipeline.