Deals

Deals (also known as Opportunities) track potential sales through pipeline stages, from first prospecting to won or lost. They answer the questions every sales team needs: what deals are open, how much are they worth, how likely are they to close, and when. Each deal carries an amount, a probability, an expected close date, and can be linked to a contact and an account so the opportunity sits alongside the rest of the customer relationship.

Deal Grid

The deal grid lists all deals for the current tenant with columns for name, contact, account, amount, stage, probability, weighted amount, expected close date, and assigned user.

• Stage is color-coded: blue for Prospecting, purple for Qualification, amber for Proposal, orange for Negotiation, green for Closed Won, and gray strikethrough for Closed Lost
• Weighted Amount is calculated automatically as Amount x Probability
• Export CSV downloads selected deals as a CSV file

Creating and Editing Deals

Click Add or double-click an existing deal to open the deal form.

Fields

Field	Description
Deal Name	Required. A short name describing the opportunity
Contact	Optional. Link to a CRM contact
Account	Optional. Link to a CRM account
Stage	Pipeline stage: Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost
Amount	Monetary value of the deal
Currency	USD, EUR, GBP, CAD, AUD, JPY, CHF, INR, BRL, MXN
Probability	Estimated likelihood of closing (0-100%)
Expected Close Date	Target date for closing the deal (YYYY-MM-DD)
Actual Close Date	Shown when stage is Closed Won or Closed Lost
Source	How the deal originated: Website, Referral, Partner, Outbound, Inbound, Event, Other
Assigned To	User responsible for the deal
Notes	Free-text notes

Automatic Behaviors

• When stage is changed to Closed Won or Closed Lost, the Actual Close Date is automatically set to today if not already filled
• Default probability for new deals is 10%
• Default currency is USD

The Weighted Amount (Amount x Probability) is useful for forecasting: a $100,000 deal at 40% probability contributes $40,000 to your pipeline forecast, giving a more realistic revenue projection than counting the full value of every open deal.

Pipeline Stages

Stage	Typical Probability	Description
Prospecting	10%	Initial identification of potential opportunity
Qualification	20-30%	Evaluating fit and budget
Proposal	40-60%	Formal proposal submitted
Negotiation	70-80%	Terms being negotiated
Closed Won	100%	Deal successfully closed
Closed Lost	0%	Deal lost to competitor or abandoned

Worked example: track a $40k opportunity to close

A sales rep just qualified interest from Globex and wants it in the pipeline with a realistic forecast contribution.

1. Create the deal. Click Add. Deal Name Globex - 50 seats, link Contact Sam Rivera and Account Globex, Stage Qualification, Amount 40000, Currency USD, Probability 30, Expected Close Date 2026-09-30, Source Inbound, Assigned To the rep. Save.
2. Read the forecast. The grid shows a Weighted Amount of $12,000 (40,000 x 30%) - what this deal realistically contributes to the pipeline, versus counting the full $40k. The stage cell is color-coded purple for Qualification.
3. Advance on real milestones. When the rep sends a proposal, they move Stage to Proposal and bump Probability to 50 - weighted amount becomes $20,000. Log the proposal call as an Activity on Sam so it shows on the account timeline, and create a Task to follow up next week.
4. Close it. On signature, set Stage to Closed Won - the Actual Close Date auto-fills with today and probability effectively becomes 100%. If it falls through instead, set Closed Lost (also auto-dated) rather than deleting, so win/loss analysis stays complete.
5. Report. Export selected open deals to CSV, or sum the Weighted Amount column across the pipeline for a defensible revenue projection.

Keeping probability tied to the actual stage milestone (not optimism) is what makes the weighted forecast trustworthy.

Best practices

• Keep stages and probabilities honest. Advance a deal only when the real-world milestone is met; inflated probabilities produce misleading forecasts.
• Always set an Expected Close Date. Forecasting and follow-up depend on it; deals without a date fall through the cracks.
• Link every deal to a contact and account. This ties the opportunity to the relationship history and keeps the account timeline complete.
• Use Closed Lost, don’t delete. Marking a deal Closed Lost preserves the record for win/loss analysis; deleting it loses that insight.

Related documentation

• CRM Contacts - the person a deal is associated with.
• CRM Accounts - the company a deal belongs to.
• Activities - log calls and meetings against the deal’s contact.
• Tasks - track follow-up work to move a deal forward.

Permissions

Deals are available to all roles that have the CRM Deals permission enabled. The feature is visible when CRM is enabled for the tenant (crm_enabled flag).