Deals
Create deals, move them through the pipeline on a board or in a table, attach products, and close them as won or lost.
Add a deal#
Open Deals and press Create Deal, or convert a lead. Fields:
| Field | What it is for |
|---|---|
| Name | Required. |
| Amount | Zero or more, in the currency set in Settings. Once you attach products, the amount follows them. |
| Stage | One of your pipeline stages. |
| Close date | When you expect to close. Used by the forecast by month. A deal past its close date is flagged overdue. |
| Next step and its due date | What happens next. Deals with no next step can be found with the No Next Step filter. |
| Type | New Business, Existing Business or Renewal. |
| Win probability | Optional. Replaces the stage's default for this deal. |
| Contact, company | Who you are selling to. |
| Owner | Who is responsible for the deal. |
| Jira work item | Optional. See Linking to Jira. |
| Custom fields | Any fields your administrator added. |
Dates are typed as YYYY-MM-DD, for example 2026-11-30. The app has no date picker.
Board and table#
Deals open as a Kanban board: one column per stage, with the number of deals and their total value at the top of each. Press Table view for a sortable list and Kanban view to go back. Stale deals carry a badge showing how many days they have sat in their stage.
To change a deal's stage, drag its card to another column, or use the stage selector on the card or in the table row. Dropping a card on Won or Lost asks for a reason first; if you cancel, the card stays where it was. Each column shows its first 25 cards and says how many more there are: use the table view or a filter to see them.
Products on a deal#
Open a deal and add products from your catalogue as line items. The deal's amount is kept in step with the line items, so you do not have to add them up. A line item keeps the price it had when you added it, so changing the catalogue price later does not rewrite existing deals.
Winning and losing#
- Press Mark as Won, or drag the card to Won, and choose a reason. The stage becomes Won.
- Press Mark as Lost, or drag the card to Lost, and choose a reason. The stage becomes Lost.
The reasons feed Deal outcomes. Won deals count in the Dashboard's Deals won and in the win rate.
Deleting a deal#
You are asked to confirm. Deleting removes the deal's line items and notes with it. The deal's history stays in Activities until it ages out.