Creating and Managing Deals
How to create deals, edit their details, and move them through your pipeline.
Creating a Deal
Click the + button at the top of any Kanban stage column to create a new deal in that stage.
Fill in the deal fields: Title (required), Pipeline (required), Contact (optional — links the deal to an existing contact), Assigned User, Value, Stage, and Notes.
Editing a Deal
Click any deal card to open the slide-over panel. From here you can edit all fields, add or update notes, change the stage, link or unlink a contact, and change the assigned agent.
You can also drag the card between columns directly on the Kanban board to change the stage without opening the panel.
Mark a deal as Won or Lost by moving it to the Won or Lost stage column, or by changing the stage in the slide-over panel.
Linked Contact Timeline
All changes made to a deal are logged in the activity timeline of the linked contact, so you have a full history of the deal alongside the conversation.
Offers & Quotes
You can create an offer or quote directly from the deal slide-over panel using the offer creation option.
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