CRM
Sales pipeline
Visualize and manage your deal pipeline.
Sales pipeline
Pipeline view
The CRM > Deals tab displays your sales pipeline with deals organized by stage.
Create a deal
A deal can be created:
- From a lead: Click "Create a deal" from the lead detail page
- Manually: CRM > Deals > + New deal
Deal fields:
- Title: Deal name
- Associated lead: The linked contact
- Amount: Deal value
- Stage: Position in the pipeline
- Expected closing date: Estimated signature date
Deal tracking
Each deal displays:
- Interaction history
- Deal lines (DealLine) for multi-product offers
- Original ad source (inherited from the lead)
- Time spent at each stage
Pipeline metrics
| Metric | Description |
|---|---|
| Total value | Sum of all active deals |
| Conversion rate | % of deals that move from proposal to won |
| Average duration | Average time to close a deal |
| Revenue by source | Revenue attributed to each ad platform |
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