Your deal pipeline

Deals are the work you're trying to win. The Pipeline board shows every open deal as a card in its stage, so you can see what's moving and what's stuck.

Things to know

• The default stages are New, Discovery, Proposal, Negotiation, Won and Lost. To change them, see Edit statuses.
• The top of each column shows how many deals it holds and what they're worth. The totals update as you move cards.
• Each card shows the deal's value, its company, its owner and its close date.
• The Pipeline view shows open deals only. The other ready-made views are My deals, Closing this month and Won and lost.

Add a deal

1. In the left rail, click CRM, then Deals.
2. Click New deal.
3. Fill in Deal name, and any of Amount, Company, Stage, Close date, Owner and Probability.
4. Click Create.

A new deal starts in New unless you pick another stage. To add a deal straight into a stage, click Add card (the + icon) at the top of that column.

Move a deal to another stage

On the Pipeline board, drag the card to the next column.

Or open the deal and change its stage:

• In the side panel, click the stage under the deal's name and pick the new one.
• On the full page, click Move stage, or click the Stage field, and pick the new one.

Every move is recorded in the deal's Activity.

See your deals as a list

Switch the view to a table to see every deal in rows, with its stage, amount and close date in columns. Sort or filter it like any table. See Table view.

Related

• Win or lose a deal
• Capture and convert leads
• Board view
• Sales reports