Managing Deals

Create, move, and track opportunities through your sales pipeline.

Managing Deals

Creating an Opportunity

1. Click + New Opportunity on the Kanban board or list view
2. Fill in deal details:
   • Name — descriptive deal title
   • Value — monetary value of the deal
   • Stage — which pipeline stage it starts in
   • Contact — associate with an existing contact
   • Notes — any additional context
3. Click Save

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2

Kanban Board View

The default view shows deals as cards on a Kanban board:

• Each column represents a pipeline stage
• Each card shows the deal name, value, and contact
• Drag and drop cards between columns to move deals through stages
• Cards are stacked within each column, newest on top

Moving Deals

Simply drag a deal card from one stage column to another. The deal's stage updates automatically.

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List View

Toggle to List View for a spreadsheet-style view:

• Sort by any column (name, value, stage, date)
• See all deals at a glance
• Click any row to open the deal details

Editing an Opportunity

1. Click on a deal card (Kanban) or row (List)
2. The opportunity detail modal opens
3. Update any field: name, value, stage, contact, notes
4. Click Save Changes

Deal Tracking

Track important metrics across your pipeline:

Metric	Description
Total Pipeline Value	Sum of all open deal values
Deals per Stage	Count of deals in each stage
Average Deal Size	Mean value across all deals
Conversion Rate	% of deals reaching Closed Won
Time in Stage	How long deals sit in each stage

Tip: Keep your pipeline clean by regularly reviewing and closing stale deals. This ensures your pipeline metrics are accurate.