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, currency, stage, owner, contact, company, and expected close date — all optional. Stage defaults to the pipeline’s first stage, owner defaults to you, and currency defaults to your workspace’s base currency but can be changed per deal right on the create form.
• Contact and company can be picked or created inline: type a name and choose Create, or Create with details to fill the full record (including custom fields) without leaving the deal. Picking a contact fills in their company automatically.
• Visibility — workspace, pipeline, team, or private. Choosing team shows a team picker.
• Any custom fields defined for deals.

The deal page

A deal page has a status strip at the top, three tabs for the working detail, and a read-only summary rail on the right. On a phone, the header has a back link, Edit, and a ⋯ menu, and the tabs are Activity, Summary, and Docs. Summary holds the same rail cards in the same order. Edit deal opens full screen, with a row of section shortcuts at the top.

• Header — Edit deal (also the E key), Mark won while the deal is open, Reopen once it’s won or lost, and an ⋯ menu with Duplicate, Mark lost… (asks for a reason), Archive, and Delete (asks for confirmation).
• Stage bar — the stage progress bar, with a terminal Won/Lost segment alongside the real stages and a pipeline switch if your workspace has more than one. 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.
• What needs doing — a strip below the stage bar surfacing the deal’s next action, its first missing required document, and any email waiting on a reply, each with a one-click way to handle it.
• Activity, Documents, and Related tabs — Activity holds the timeline and the composer (Note, Log call, Log email, and a Copilot tab for drafting a reply or asking about the deal; a separate Send email button opens a real compose dialog when Gmail is connected). Typing @ in the composer brings up a mention autocomplete of people who can already see the deal. Note, email, and call entries can each carry a single level of threaded replies — see mentions and replies for the full behavior. Documents and Related hold the deal’s files and its linked contacts and companies.
• Summary rail — read-only: Money (value and, with Show breakdown, the full commission waterfall), People (talent, contact, company, owner, deal team), Details (close date, source, visibility), one card per custom-field section in the workspace’s order, and Deal health. Each card’s Edit button opens the Edit deal modal at that section — the rail itself never edits a field.

Reordering the rail

The rail’s section order is a workspace setting, not a per-deal one: in Settings → Custom fields, under "Deal rail section order", drag sections into the order you want, and every deal page in the workspace picks it up. A Reset to default button clears your custom order and falls back to the built-in one.

Status: open, won, lost

Every deal is open, won, or lost. While a deal is open, a Mark won button sits on the deal page header and marks it won immediately, no confirmation step. Mark lost… is in the ⋯ menu (or the stage bar’s terminal segment) and asks for a reason before it saves. Reopen, on the header once a deal is won or lost, sets it 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 & archive. A restored deal comes back with the status and stage it had when deleted.