Deals
The Deals page is where you track sales opportunities as they move through your pipeline. Each stage shows the total amount, cost, and profit for deals currently in that phase.
Deals Board
View deals in a pipeline layout with stages such as:
New Lead
Contacted
Qualified
Proposal Sent
Closed Won
Closed Lost
Use the + button to create a deal directly in a stage.
Search bar allows you to filter across all deals.
Best Use Cases
Track the progress of opportunities from first contact to close.
Forecast revenue with stage totals (amount, cost, profit).
Identify bottlenecks in the sales process (e.g., lots of deals stalled at Proposal Sent).
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