Deals

Deals (also called Opportunities) are where individual sales pursuits are tracked, priced, and moved toward a decision — separate from the account or contact relationship itself.

Navigation

Open CRM > Deals from the main sidebar, or go to /deals. Deals are also reachable from an account's own Deals tab, and can be created directly while converting a lead.

What a Deal Contains

A deal can include:

• Account and primary contact.
• Owner.
• Estimated amount and currency.
• Probability and forecast category.
• Expected close date, and — once closed — the actual close date and, if lost, a reason.
• Line items.
• Quotes.
• Contacts (the buying committee).
• Sales activities (calls, emails, meetings, tasks, and notes) and a separate change-history log.

Deal Fields

For exact required fields, accepted values, and relationships, see Deals and Quotes Field Reference.

Field	Meaning
Deal name	The name of the sales pursuit.
Account	The customer this deal is for.
Primary contact	The main contact for this deal.
Owner	The salesperson responsible for the deal. Defaults to whoever creates the deal if left unset.
Amount	Estimated or quoted deal value.
Probability	Estimated likelihood of winning, as a percent.
Forecast category	How this deal should be counted in forecasting.
Expected close date	When the deal is expected to close.
Actual close date	Set automatically to today when the deal is marked Won or Lost.
Lost reason	Given when the deal is marked Lost. Shown next to the status badge afterward. Optional — defaults to "Unspecified" if left blank.

The actual close date and lost reason aren't offered on the deal's edit form — use the status control below to set them instead. Both can still be corrected afterward from the Deals list, where every field, including these two, is editable inline.

Deal Status

A deal does not move through named pipeline stages. Instead, it has an explicit, deliberately-set status:

Status	Meaning
Open	Still in progress. The default for every new deal.
Won	Marked Won from the status control.
Lost	Marked Lost from the status control, with a reason.

Status only changes when someone deliberately marks the deal Won, Lost, or reopens it from the status control — never as a side effect of editing another field.

Common Workflows

Create a Deal

Three ways to start a deal:

• From the Deals list — open Deals, create a new deal, select the account and, optionally, a primary contact, then set the deal name, amount, currency, probability, forecast category, owner, and expected close date.
• From an account — open the account, go to its Deals tab, and create a deal already scoped to that account.
• From a lead — converting a lead offers an "Also open a Deal" toggle, which creates a deal linked back to the original lead.

Once created, add line items on the deal's Line Items tab to describe what's being sold.

Quote a Deal

There are two ways to create a quote, depending on how much of the deal you want to price:

• Quote everything — open the deal, go to the Quotes tab, and create a quote. It pulls in all of the deal's line items automatically.
• Quote only some line items — open the deal's Line Items tab, select the items to quote, and create a quote from the selection. The deal's original line items are untouched; the quote gets its own independent copies.

The Quotes tab offers both a list view and a Kanban board (grouped by quote status, drag-and-drop to change status), and one quote per deal can be marked Primary. Continue in Quotes.

Close a Deal

1. Open the deal.
2. Click the status badge next to the deal name.
3. Choose Mark Won, or Mark Lost — a reason is optional and defaults to "Unspecified" if left blank.
4. To undo, choose Reopen from the same menu.

The actual close date is set automatically to today.

Permissions

Deal visibility and actions depend on your role. If you cannot see or edit a deal, ask an administrator to review your permissions.

Related Docs

• Quotes
• Deals and Quotes Field Reference
• Product Catalog and Line Items
• Accounts and Contacts