Deals
The Deals app allows users to track active business opportunities. Deals represent confirmed leads that have progressed further in the sales pipeline.
Deal Management
Deal Attributes
| Attribute |
Description |
Example |
| Deal Identifier (Auto-generated) |
A unique identifier assigned to each deal. Cannot be changed. |
DL-04567 |
| Title (Required) |
A brief description of the deal. |
Software Subscription |
| Customer (Required) |
Select an existing customer from the list. |
XYZ Ltd |
| Contact Person (Optional) |
Select an existing contact associated with the chosen customer. |
Jane Smith |
| Price (Required) |
The agreed value of the deal. |
€10,000 |
| Currency (Required) |
The currency for the deal value. Can be changed later in settings. |
USD |
| Assigned User (Auto-assigned) |
The user responsible for managing the deal. Set automatically. |
User Name |
| Expected Close Date (Optional) |
The estimated date when the deal is expected to be closed. |
2025-05-01 |
| Source Channel (Optional) |
The origin of the deal, such as referral, website inquiry, or direct contact. |
Referral |
| Tags (Optional) |
Labels for categorizing deals. Default options: Important, Partner, Needs Review. |
Partner |
| Status (Required) |
The current state of the deal. Options: New, In Progress, Won, Lost. |
In Progress |
| Notes (Optional) |
Additional comments or context about the deal. |
Customer has requested a trial period. |
