Contacts and pipelines

Add deals and move them across your pipeline

Yes. Use Assigned To when you create or edit the deal.

Yes. Open the deal and click Delete Deal at the bottom of the panel.

Record a sales opportunity with its value and close date, and drag the deal from stage to stage as it progresses.

Steps

Click Pipelines in the sidebar (1). Each column is a stage, and each card is a deal. Click Add Deal (3) to create one.

The Pipelines page with Pipelines marked 1, Add Pipeline marked 2 and Add Deal marked 3
In the New Deal window type a Title (1), for example "3BHK Gomti Nagar - Meera Joshi", pick the Contact, enter the Value and Currency, and click Create Deal (2).

The New Deal window with the Title marked 1 and the Create Deal button marked 2
Also set the Expected Close Date (1), the Stage, and who it is Assigned To (2). Add Notes to remember details.

The Expected Close Date and Assigned To fields marked 1 and 2
As the deal progresses, drag its card to the next column. The column headings (2) show how many deals each stage holds. Click a card to edit it.

The pipeline board with the Negotiation column marked 2
When the deal is finished, click its card to open Edit Deal. Under Status click Mark as Won (1) when the customer buys, or Mark as Lost (2) when they do not. A closed deal shows a Won or Lost badge on its card, and you can bring it back with Reopen deal.

The Edit Deal panel with Mark as Won and Mark as Lost marked 1 and 2

Can a deal be assigned to a teammate?

Yes. Use Assigned To when you create or edit the deal.

Can I delete a deal?

Yes. Open the deal and click Delete Deal at the bottom of the panel.

Where do I see the totals?

Was this article helpful?

Still stuck? Email [email protected] — include the page you were on and what you saw.