Deals

Press C anywhere in the app (outside People) to open New deal, or use the New deal button on the pipeline board. A deal needs only a name to save — everything else can be filled in later.

Creating a deal

• Deal name — required.
• Pipeline — only shown if your workspace has more than one.
• Value, stage, owner, contact, and expected close date — all optional. Stage defaults to the pipeline’s first stage, owner defaults to you.
• Visibility — workspace, pipeline, team, or private. Choosing team shows a team picker.
• Any custom fields defined for deals.

The deal page

A deal has four working areas.

• Stepper — the stage progress bar at the top. Click a stage to move the deal to it. If the target stage has document requirements you haven’t met, the move is blocked until they’re satisfied.
• Composer — logs a note, email, or call against the deal. A separate Send email button opens a real compose dialog when Gmail is connected, rather than just logging text.
• Timeline — the activity feed: notes, emails, calls, document changes, and status or owner changes, newest first.
• Rail — the right-hand panel: contact, owner, value, and close date (inline editable), company and lead source, labels, visibility and team, commissions, related stakeholders, custom fields, and a deal-health indicator.

Status: open, won, lost

Every deal is open, won, or lost. While a deal is open, a Won button sits on the deal page and marks it won immediately, no confirmation step. Lost is in the overflow menu and works the same way — one click, no reason prompt. Reopen, also in the overflow menu, sets a won or lost deal back to open.

Archive vs. delete

These are two different things. Archive, from the overflow menu or the card menu on the pipeline board, hides a deal from the board and from the default deal list without touching its status — use it for deals you’re parking, not closing. Archived deals are listed under Settings → Trash & archive, in their own Archived section, where you can bring any of them back with Unarchive.

Delete is a soft delete: the deal disappears from view but isn’t gone. Restore it from Settings → Trash. A restored deal comes back with the status and stage it had when deleted.