> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals

> Create, manage, and track deals through your sales pipeline.

## Creating a Deal

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

| Field              | Description                                     |
| ------------------ | ----------------------------------------------- |
| **Title**          | Deal name (e.g., "McKesson RSV Panel Contract") |
| **Value**          | Dollar amount                                   |
| **Stage**          | Current pipeline stage                          |
| **Expected Close** | Target close date                               |
| **Probability**    | Win probability (auto-set from stage)           |
| **Priority**       | High, Medium, Low                               |
| **Deal Type**      | New Business, Expansion, Renewal, etc.          |
| **Source**         | How the deal originated                         |
| **Owner**          | Who owns this deal                              |
| **Notes**          | Free-text notes                                 |

3. Click **Create**

## 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.

<Note>
  **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.
</Note>

## 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

## 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

## Deal Types

| Type             | Description                         |
| ---------------- | ----------------------------------- |
| **New Business** | First-time deal with a new customer |
| **Expansion**    | Expanding an existing relationship  |
| **Renewal**      | Renewing an existing contract       |