Managing Deals

Create, edit, and move deals through your sales pipeline.

How to get there: Go to Deals in the top menu → click New Deal or click on an existing deal.

Creating Deals

From the New Deal Button

  1. Click New Deal in the deals page header
  2. Fill in the deal form:
    • Name (required) - Deal title
    • Email - Contact email
    • Phone - Contact phone
    • Company - Company name
    • Value - Expected deal value
    • Notes - Additional information
  3. Click Save

From a Stage Column

Create a deal directly in a specific stage:

  1. Click the + in any stage column
  2. Fill in deal details
  3. The deal is created in that stage

From a Row

If you use rows/swimlanes:

  1. Click + in a specific row and stage
  2. The deal is created in both that stage and row

From Inbox or Contact

You can also create deals from:

Editing Deals

  1. Click on any deal card
  2. The deal detail page opens
  3. Update any field inline (values save on blur)

Editable Fields

  • Deal name
  • Contact information (email, phone, company)
  • Deal value
  • Notes
  • Assigned team member
  • Follow-up date

Outcome Tabs (Open / Won / Lost / Abandoned)

The tabs at the top of the Deals page split your board by outcome:

  • Open - Active deals in the pipeline (default view)
  • Won - Closed-won deals, with a running currency-grouped total
  • Lost - Closed-lost deals
  • Abandoned - Deals you marked abandoned
  • All - Everything including archived

Closed tabs (Won / Lost / Abandoned) show a flat table instead of pipeline columns because the stage no longer matters once a deal is closed. Each row has a small reopen button (↺) that clears the outcome and moves the deal back to Open.

You can deep-link directly to a tab: /deals?tab=won, /deals?tab=lost, /deals?tab=abandoned, or /deals?tab=all. The base /deals URL always opens the Open tab.

Activities

Every deal has an activity timeline (tasks, calls, meetings, emails, deadlines, and system events like sent follow-ups). Add an activity from the deal detail page using the chip strip:

  • Task - Generic to-do
  • Call - Inbound or outbound phone call
  • Meeting - Scheduled meeting
  • Email - Manual email log
  • Lunch - Meal / coffee
  • Deadline - Hard date
  • AI follow-up - Schedules the AI-drafted next-touch (see below)

Each activity can have a title, description, and optional due date. Completing an activity keeps it in the timeline for history.

Paste Activities (JSON)

If you're migrating from another CRM and want to bring per-deal notes across, open the deal, click the ··· overflow menu, and choose Paste activities (JSON). Paste a JSON array of activities:

[
  { "type": "meeting", "title": "Discovery call", "description": "..." },
  { "type": "task", "title": "Send proposal" }
]

Each item needs type and title; description is optional. Due dates are ignored on paste (add them manually if needed). Maximum 100 activities per paste.

Follow-up Tracking

Set reminders to follow up on deals:

  1. Open the deal
  2. Set a follow-up date and time using the date picker, or use the quick buttons (+1d, +3d, +5d, +7d) to schedule relative to today
  3. Save

The AI follow-up (the automatic scheduled next-touch) is stored as a single "AI follow-up" activity on the deal. There's only ever one open AI follow-up per deal, so re-scheduling replaces the previous one. Setting the date to empty cancels it.

Moving Deals Between Stages

Drag and Drop

The easiest way to update deal progress:

  1. Click and hold a deal card
  2. Drag it to another stage column
  3. Release to drop
  4. The deal's stage is updated

Via Edit Modal

  1. Open the deal
  2. Change the stage field
  3. Save

Moving Deals Between Rows

If you use rows/swimlanes:

  1. Drag a deal card
  2. Drop it in a different row
  3. You can also move between rows and stages at once

Moving Deals Between Businesses

If you have more than one website connected, each deal belongs to a specific business. The pipeline you see is filtered by the business selector at the top of the Deals page.

New deals inherit the business from the linked contact (or from the conversation, if there's no contact yet). To move an existing deal to a different business:

  1. Open the deal
  2. Use the Business dropdown next to the tags row
  3. Confirm the change

Only the selected deal moves. The contact and any sibling deals stay on their original business. The Business dropdown only appears when your account has more than one business.

Follow-up Indicators

Deal cards show follow-up status:

  • Red - Overdue (past the date)
  • Orange - Soon (within a day or two)
  • Date shown - Future follow-up scheduled

AI Follow-up Draft

Generate a personalized follow-up message using AI:

  1. Open the deal
  2. Click AI follow-up at the top of the deal page
  3. AI drafts a message based on the deal context, contact information, and conversation history
  4. Review the draft, then choose an action:
    • Send now - Send immediately through the resolved email channel
    • Schedule… - Pick a future date; the draft is queued and sent then
    • Copy - Copy the draft to your clipboard
    • Regenerate - Draft a new version

The channel is resolved from the deal's business. If no email channel is configured, an amber warning appears under the draft explaining Send and Schedule are disabled.

Bulk Follow-ups

If you have multiple overdue deals, you can generate and send follow-ups in bulk. See Bulk Follow-ups for details.

Deleting Deals

  1. Open the deal
  2. Click the ··· overflow menu
  3. Choose Delete deal and confirm

Note: Deleted deals cannot be recovered. Use Archive in the same menu if you want to hide a deal without losing it.

User/Client Filter

If you have subaccounts:

  1. Use the dropdown in the header
  2. Filter to see:
    • All clients' deals
    • Specific client's deals
    • Only your deals
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