Deals
From first touch to closed-won.
Every opportunity in one place, with its amount, stage, and close date, plus the full history of who did what and when.
Notion
Bruno FeltrinDeals in practice.
The amount, the stage and who owns it, what has happened since, and what the month will bring in.
The fields that close deals
Amount, stage, owner, close date and win probability on every deal.
A timeline of what changed
Notes, logged calls and events, every stage move and each field change, in one list against the deal.
Forecast by close date
The Forecast by close month report adds up, for each month, what is already won and the open deals weighted by their probability.
A deal reaches finance and support without being re-typed.
A deal points at a real company record rather than at a name somebody typed into a box.
Convert a won deal
The invoice opens with the client and amount on it.
Open the company
The deal sits beside its invoices and tickets.
Deal won
Start project is its next button.
More in Sales & Pipeline.
Each one is its own page, on the same records.
Deals, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
Questions, answered
From the record itself: notes, calls and events your team logs, and every change to a field, a stage or an owner, in the order they happened. Synced email lives on the contact and the company, which carry an address for it to match on; a deal does not.
Yes. The owner field takes more than one person, and each of them is notified when they are put on the deal. There is no separate watcher list, and nobody is notified again on every later edit.
It moves to your won stage and drops out of the weighted forecast, which counts open deals only. Its page then offers Start project, and Convert to invoice is one menu item away. A deal also moves to won by itself when its quote is accepted or its invoice is paid.