Deals
Track your sales pipeline with deals. Link deals to contacts and organizations to manage your business opportunities from first contact to close.
Deal Fields
Title
A short name for the deal or opportunity.
Value
Expected deal value with currency.
Stage
Current pipeline stage (e.g., Lead, Proposal, Negotiation, Won, Lost).
Expected Close
Target date for closing the deal.
Contact
The primary contact associated with this deal.
Organization
The company associated with this deal.
Pipeline View
The Deals page provides a pipeline view where you can see all deals organized by stage. Track the total value of deals in each stage and monitor your team's sales progress at a glance.