CRM → Deals (/crm/deals).
Deals page

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Stages

StageMeaning
openOpened, still qualifying
negotiatingTalking price or scope
wonClosed and won
lostClosed and lost
The board shows one column per stage and one card per deal. Drag a card to move a deal along.

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Create a deal

+ New deal asks for the customer, which is required, and fills in their company when it knows it. Then the deal’s name, amount and currency, expected close date, owner, and the stage it starts in. Clicking a card opens the deal in a full-screen modal. The AI agent can also create a deal and move its stage while handling a conversation, so deals appear on the board without anyone opening this page.