Access: CRM → Deals (/crm/deals).
Deals page

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Stage enum

StageMeaning
openJust opened, qualifying
negotiatingPricing / scope negotiation
wonClosed-won
lostClosed-lost

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Views

Kanban board — column = stage, card = deal. Drag a card to change stage.

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Create a deal

1

+ New deal

The create-deal modal opens.
2

Link customer + company

  • Customer (required) — primary contact
  • Company — auto-filled from customer.company if available
  • Owner
3

Deal info

  • Name
  • Amount + currency
  • Expected close date
  • Starting stage

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Detail drawer

Click a row / card → the deal detail opens as a full modal with deal overview.
Activity / Notes / Tasks / Products tabs in the deal detail, deal-stage history, won/lost reason modal on stage change, auto-create deal from a workflow Handoff node, deal analytics (conversion rate, velocity, win rate per owner/source/product), forecasting — coming soon or partial.