Working with Deals

The deal record page, closing and reopening a deal, and the Deals tab of a company.

Overview

A deal is one opportunity with one company. The kanban under Deals in the sidebar is where deals are moved through a pipeline. This page covers how that board is read and adjusted, and everything else you do with a single deal — reading it, closing it, reopening it, and finding it from the company it belongs to.

For the REST endpoints behind all of this, see Deals.

The Board

The board draws one pipeline as a column per stage, chosen in the selector at the top right. Three controls beside it decide how much of it you see: the Filters menu, the density toggle and the gear.

Every one of those choices is written to the address bar, and none of them is kept on your device. This board is a screen people paste to a colleague, and a preference stored locally would change what the next reader sees when they open the link. A board left alone has a bare URL: an option only appears in the address once you move it off its default, and moving it back takes it out again.

Card Density

The toggle in the heading, between the Filters menu and the gear, picks how much room a card takes.

Density	Draws
Medium	The full card. This is the default.
Compact	The same card folded onto two lines — the title, the expected close date badge and the `⋯` on the first; the owner, the company and the health mark on the second. The value is what the fold spends.

The ⋯ keeps its full size at both densities. It is the only way to reach Move to…, Mark won, Mark lost and Delete without dragging, so compact makes a card shorter and never makes it do less.

Compact reads as ?density=compact in the address bar.

Board Settings

The gear in the heading opens Board settings: four options that are set once, rather than reached for constantly. Each one applies the moment you press it, with the board visible behind the dialog, so there is nothing to confirm — the footer offers Reset to default and Done.

Option	Choices	Does
Card layout	Title · Value	Which figure leads a card. Title is the default, for the reader looking for a deal they already have in mind. Value moves the money to the first line and drops the title below it, for the reader working a column by size. It applies at medium density only: a compact card has one line to lead with, and it is always the title.
Column header	Dense · Minimal	How much each column states above its cards. Dense is the default, three lines of summary. Minimal keeps the stage name, the number of deals in it and their total value, and drops the rest.
KPI band	Visible · Hidden	Whether the band of figures between the heading and the columns is drawn. It already starts closed to a single line; hiding it gives that line to the columns too.
Hover preview	On · Off	Whether resting the pointer on a card opens a panel about that deal. Nothing is available only in the preview — turning it off costs time, never information.

Reset to default returns these four and only these four. Density has its own toggle in the heading and is left alone by it.

In the address bar they read as ?card=value, ?cols=minimal, ?kpis=false and ?preview=false — each absent while the option is at its default.

Filters, in the heading, opens a menu of switches. Each one applies the moment you tick it and the menu stays open, so picking several is several ticks. The chip shows how many are ticked.

Group	Switch	Does
Show	Closed	Brings won and lost deals back into the stages they were closed in. It widens the board.
Only	My deals only	Narrows the board to the deals you own.

The switches combine: Closed with My deals only is your own deals, open and closed. The two groups are labelled because they pull in opposite directions — ticking one of each is the intersection, not the union.

Clear filters, at the foot of the menu while anything is ticked, unticks every switch and nothing else. The Owner facet is a filter of its own and keeps its selection.

My deals only is the Owner facet said in a shorter way, so the two never both hold: ticking it clears any owner you had selected, and selecting an owner unticks it. A board naming a filter in the facet while applying a different one from the menu would be answering a question nobody asked.

The filters are applied by the server, not over the cards already on screen, so each column's count and total are the count and total of what the filters admit in that stage — not of the page that happens to be loaded. A column left empty by My deals only says so; Closed only ever adds cards, so it never does.

In the address bar the ticked switches read as one parameter, in menu order: ?filter=closed, ?filter=mine or ?filter=closed,mine.

The Open Pipeline

The band above the columns starts closed, as a single line: the open pipeline, the number of deals behind it, the weighted pipeline, how many deals are at risk and the forecast for the month. Click the line to open the full band beneath it, where each figure has its own cell and the detail that goes with it — and pace, which the line leaves out. Click it again to close it. The band opens closed on every visit; to hide it altogether, use KPI band in Board settings.

The full band opens with Open pipeline: the total value of every open deal the board's filters admit — the pipeline in the selector, and the owner filter or My deals only when either is on. Like the column totals, it is computed over the whole filtered set rather than summed over the cards a column has loaded, so it does not climb as you scroll.

The line under it gives the number of deals behind that total, and a weighted figure. The weighted total discounts each stage by how likely a deal there is to be won: every stage's open total is multiplied by that stage's win probability, and the results are added. A deal early in the funnel therefore contributes a fraction of its value, and one at the last stage nearly all of it.

Win probability is not measured yet. The percentage a stage carries is derived from its position in the pipeline — it climbs evenly from the first stage to the last — and not from how often deals in that stage were actually won. Read the weighted total as the shape of the pipeline rather than as a forecast; it will move once win rates are computed from your own history.

With Closed ticked, the board itself shows won and lost deals, but this cell goes on meaning what its label says: it reads the open deals of the same pipeline, under the same owner filter, as a question of its own, so the figure never quietly swells with deals that are already over.

The Deal Record Page

Clicking a card's title on the board opens that deal's own page. The heading names the deal with its status beside the title, and states the company, the primary contact, the owner and the day the deal was created on the line below — the company as a link, the contact as a button that opens their details. The left column holds the deal's attributes, the right column its related records.

There are six attributes, and only six — everything else about the deal is stated elsewhere on the page, and repeating it here would leave you checking which copy is right.

Attribute	What it says
Stage	The stage the deal currently sits in.
Pipeline	The pipeline that stage belongs to.
Last activity	How long ago something happened on the deal — its most recent comment or its most recent move between stages, whichever is later. A deal that has had neither since it was created says No activity yet.
Owner	The member responsible for the deal.
Company	A link to the company's record page.
Primary contact	Opens the contact's details. It is a button, not a link — there is no separate page for a person.

Status is not a stage. A deal won in Negotiation still shows Negotiation as its stage — that is the record of where it was won, and closing a deal never moves it. The status itself is the badge beside the title, not an attribute row.

The value and the expected close date are figures rather than attributes, and sit in the band above the two columns. The day the deal was created is on the heading's metadata line, and the day it was closed is in the band's Outcome cell and in the banner above it.

The right column opens on the Timeline tab, with four more behind it, each carrying a count of what it holds:

Tab	Holds
Timeline	Everything that has happened on the deal — its comments and its stage moves — newest first
E-mails	The e-mails from the timeline, gathered as their own list
People	Everyone linked to the deal's company, not only the people on this deal. The deal's own primary contact carries a Primary badge beside their name, so the one this deal runs through is readable at a glance
Attachments	The files on the deal, each with its name, kind, size, who uploaded it and when, above an upload control
Deals	The company's other deals — this one excluded, since you are reading it

On a narrow screen the strip scrolls sideways rather than wrapping, so every tab stays reachable.

E-mails and attachments are placeholders. Neither has storage yet, so both tabs show sample content rather than anything belonging to your deal, and the upload control does nothing. They are here so the question of whether these surfaces belong on a deal can be settled by looking at them. Timeline, People and Deals are real.

The Headline Figures

A band of figures sits between the heading and the two columns, carrying the numbers a deal is usually opened for:

Figure	What it says
Value	The amount, in your organization's currency.
Deal health	A score from 0 to 100, with the word for the band it falls in and a bar filled to it. See below.
Time in stage	How many whole days the deal has spent in the stage it is on now. Counted from the last time it entered that stage, so a deal moved back into a stage counts from its return. A deal older than the stage history has nothing to count and says so.
Expected close	The date, with an Overdue or Due soon badge when it is in the past or within the next seven days, and No date when the deal has none.

On a won or lost deal the health cell becomes Outcome: how the deal ended and the day it was closed. A score is a forecast, and a closed deal has nothing left to forecast.

Deal health

The score combines how the deal is being engaged with, the pace it is moving at, how well it is qualified, and the history of deals like it. Three bands:

Score	Reads as
65 and above	Healthy
35 to 64	Attention
Below 35	At risk

Why?, beside the label, opens the signals behind the score: what each one says, whether it added to the score or took away from it, by how much, and which of engagement, pace or qualification it belongs to. A signal that quotes a figure — the days in stage against the stage average, or the number of times the expected close date has been pushed — is only shown while that figure is actually available, so no line ever quotes a number that was not measured.

Under the time in stage, when there is one, sits the pipeline average for that stage — how long a deal normally spends there, named after the stage so there is no doubt which benchmark is being read.

The average needs three completed passages to appear. It counts only completed passages — a deal that entered the stage and left it, whatever it was eventually closed as — over the whole history of your pipeline, with no time window. A deal still sitting in the stage never counts, so the deal you are looking at cannot inflate the benchmark it is measured against, and a deal that came back to a stage counts once for each visit. Below three completed passages the line is not shown at all rather than shown from one or two: an average of one is not an average.

The Timeline

The deal's history, newest first, as one stream: comments written on the deal and every move it has made between pipeline stages, each written as a sentence naming who did what and when.

Entries are filed under period headings — Today, Yesterday, This week, Last week, and then a heading per calendar month. Above them, a row of chips narrows the stream to one kind: All, Comments, Changes, E-mails, Calls and Meetings. The chosen filter is written to the address bar as ?type=, so a filtered view can be linked or bookmarked.

The composer sits at the top. Writing a comment there works exactly as it does on a company: @ mentions a colleague, and a comment can be replied to inline — one level of replies, with the three most recent shown and the rest behind a toggle. Editing and deleting a comment are in the ⋯ menu beside it, under the same rules as anywhere else — your own comments, or anyone's if you are an organization admin, and a comment that already has replies can no longer be edited or deleted.

Long histories open on their most recent entries, with a control beneath the list saying how many earlier ones there are and revealing them.

The Stage Funnel

Above the tabs, an open deal shows the stages of its pipeline as a row of dots — where the deal is, and where it has been.

Dot	Means	Under it
Filled, with a check	The deal has been in this stage	The date it last entered it
Ringed	The stage the deal is on now	How long it has been there — "14 days in stage"
Hollow	The deal has never been in this stage	Nothing

A stage is filled because the deal was in it, not because it comes earlier in the pipeline. Move a deal back from Negotiation to Proposal and Negotiation stays filled: it is somewhere the deal has been, and the funnel says so rather than pretending it never happened.

Click any stage but the current one to move the deal there. It asks first — a click is not a drag, and dragging a card on the board is the deliberate gesture this one is not — and names both stages before it moves anything. The deal's value, owner and expected close date are untouched, and it stays open: moving is not closing.

On a narrow screen the row collapses to one line naming the current stage and its position — "Proposal · 3 of 5". Tap it for the full list, one stage per row, with the dates in full.

Deals created before their stage history was recorded have none, so their funnel shows the current stage without a duration and the earlier stages as never visited. It fills in from the next move onwards.

Deleting a stage moves its deals to the stage you choose, and each of them counts its time there from that moment. The deleted stage leaves the funnel entirely, so a deal that passed through it no longer shows it.

A closed deal has no funnel. The banner is the headline there, and the stage the deal ended on is already a row on the left.

The Overdue Task Band

When an open deal has a task still open past its due date, a band sits under the funnel: the task's title, an icon for what it asks of you, and a line reading how late it is — in red — followed by the kind of task, who owns it and the contact it concerns.

Only the oldest overdue task is shown. When more than one is late, a +2 overdue follows the title, so a backlog is visible without a list of tasks taking over the page.

The controls sit on the right:

Control	Does
The verb of the task	Call now, Send e-mail or Open meeting, depending on what kind of task it is. Each needs an integration that is not here yet, so it is inert and says so — hovering it reads coming soon
Complete	Takes the task off the band. The next overdue task takes its place, and the band goes away when none is left
Snooze	Offers tomorrow, next week, or a date you choose on a calendar, and takes the task off the band as well

A plain task has no verb of its own — performing it is completing it — so it carries a single Complete, which works, and then Snooze.

A won or lost deal never shows the band, however late a task on it is: there is nothing left to be late for.

Tasks are not stored yet. The band is shown, with the shape it will have, but nothing on it is recorded: completing or snoozing a task hides it until the page is reloaded, and the verb button does nothing.

Every action on the page lives in the heading: a group of four quick actions — Call, E-mail, Schedule meeting and New task — one button for the deal's next step — Close deal while it is open, Reopen once it is closed — and a ⋯ menu holding Edit and Delete.

The quick actions are not available yet. They are shown, and named, so the heading is laid out for what it will hold; each says so when you hover or focus it. Nothing is recorded against the deal until they are switched on.

The Next Actions Card

At the top of the right column, over the tabs, a card tells you what to do on the deal rather than what has already happened to it. Its header names it, counts what is planned and what is suggested, and offers + Task.

Two kinds of row sit under it, planned ones always first and ordered by when they are due:

Row	Reads
A planned task	A checkbox, the task's title, and a line giving the day it is due, what kind of task it is and the contact it concerns. A task already past its due date states how late it is instead of the day, in red
A suggestion	A ✦ where the checkbox would be, the suggestion's title, and a line reading Suggested by the Assistant followed by the reason for it

Ticking a planned task's checkbox takes the row off the card. Each suggestion carries a control that accepts it and a × that dismisses it:

Control	Does
Add	Turns the suggestion into a planned task, due the next morning. It leaves the suggested list and joins the planned one
Move	Proposes moving the deal to the next stage of its pipeline. It opens the same confirmation the funnel opens, and confirming moves the deal for real
Draft	Would open an e-mail composer, which is not here yet, so it is inert and says so when you hover it
×	Dismisses the suggestion

Under the rows, an Assistant summary folds away. Closed, it shows the first sentence of the summary and how long ago it was written; opening it gives the whole paragraph and states what it was generated from — the comments, e-mails and meetings behind it.

A won or lost deal has no card: there is no next action on a deal that is over, and a suggestion to move it along the pipeline would be a suggestion to undo the outcome the banner announces.

Only the move is recorded. Tasks and the Assistant have no storage yet, so ticking a task, adding a suggested one, dismissing a suggestion and unfolding the summary all last until the page is reloaded. Moving the deal to another stage is the exception — that flow already exists, and the move is real.

Closing a Deal

Open the deal and press Close deal.

Choose Won or Lost. The deal stays on the stage it reached either way.

Closing as lost asks for a reason before it will submit. The reason is required, and it is what explains the deal later — it is shown at the top of the record page from then on.

Once a deal is closed, a banner across the top of the page states the outcome and the date it closed: a won deal names its company when that company sits on the Customer lifecycle stage, a lost one repeats the reason in full. A deal closed without a recorded date still gets the banner — it just states the outcome without one.

Winning a Deal Makes the Company a Customer

Closing a deal as won also advances its company's lifecycle stage to Customer — but only from Lead or Disqualified, the two stages that come before it. A company already at Customer or Former customer keeps the stage it has: a second won deal does not rewrite that history, and a former customer is not quietly turned back into a current one.

The promotion happens in the same step as the close, so a company is never moved forward for a win that did not save.

Closing as lost leaves the company's lifecycle stage alone, and so does reopening. A lifecycle stage is a fact about the relationship, not a mirror of the deal that last changed it — reopen a won deal and the company stays a customer. Change it yourself from the company's record page if that is wrong.

Reopening a Deal

A closed deal shows Reopen where Close deal used to be. Reopening sets the status back to Open and clears the closing date; the stage, the value, the owner and the expected close date are all untouched, and a deal lost with a reason keeps that reason on record until it is closed again.

The Deals Tab of a Company

A company's record page opens on its Deals tab: every deal of that account, across every pipeline, soonest expected close date first.

Closed deals are listed too. On one account the deal lost last quarter is the context for the one open now, which is the opposite of the board, where a closed card is clutter in a column of live work.
Each row names the deal's stage, value, status and expected close date, with the same Overdue and Due soon badges the board uses.
The title opens the deal's record page; the ⋯ menu on the row repeats that and adds Edit and Delete.

Creating a Deal from a Company

Add deal on that tab opens the same form as the board's, with the company already filled in — you are looking at it, so there is nothing to pick. The rest of the form is unchanged, and you can still replace the company before saving.

The new deal starts in the first stage of your organization's first pipeline, which is the same funnel the board opens by default. If that is not where it belongs, drag it to the right column on the board, or use Move to… on its card.

Add deal does not appear while the organization has no pipeline with at least one stage — there would be no stage for the deal to start in. Create one under Settings → Pipelines first.