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Creating a Deal

  1. Click New Deal in the CRM header
  2. Fill in the deal form:
  1. Click Create

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Deal Card (Kanban)

In the kanban view, each deal appears as a card showing:
  • Deal title
  • Value
  • Expected close date
  • Contact/company link
  • Priority indicator
Drag cards between stage columns to update the deal stage.
Alex’s screenshot note: Take a screenshot of the Pipeline kanban view showing 2-3 deal cards in different stage columns. Show one card being dragged between columns if possible.

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Deal Detail

Click any deal to open the full detail view:
  • All deal fields (editable)
  • Linked contact and company
  • Activity timeline (notes, calls, emails, meetings)
  • Related tasks

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Bulk Actions (List View)

In list view, select multiple deals and:
  • Bulk move — Move all selected to a new stage
  • Bulk delete — Delete selected deals

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Deal Types