Managing Deals
Deals (pipeline contacts) track opportunities through your sales process.
Steps
- Click "+ Add Deal" in any pipeline stage.
- Assign a contact, deal value, expected close date, and owner.
- Drag and drop deals between stages as they progress.
- Click a deal card to see full details, notes, and activity.
Good to know
- Toggle between Kanban (default drag-and-drop board) and Timeline (Gantt chart of expected/actual dates) at the top of the pipeline page.
- Filter deals by owner, value range, or expected close date.
- Lost deals can be archived and reviewed later.
- Open the Coach sidebar (right edge) to ask deal-specific questions; see also Pipeline Pulse and Transition Playbooks for the AI features layered on top.
Example: Friday afternoon: an AE drags 4 deals from "Demo Booked" to "Proposal Sent", marks one as "Closed Won" ($24K, popping confetti), and switches to Timeline view to spot two deals whose expected-close dates are slipping past quarter-end. She filters by owner=me + value>$10K to focus the rest of her afternoon on the highest-leverage follow-ups.
Troubleshooting
Can't drag cards between stages
Browser compatibility (rare in Chrome) or the pipeline view is in list mode instead of Kanban.
Fix: Make sure you're in Kanban view (toggle at the top). Try Chrome if using another browser. Hard refresh the page.
Pipeline value shows $0
Deal values weren't set when adding contacts to the pipeline, or the value field is empty.
Fix: Click each deal card, enter the deal value in the Value field, save.
Can't add a contact to a pipeline
The contact may already be in that pipeline, or the pipeline is item-backed (not contact-backed).
Fix: Search the pipeline for the contact's name. If they're already there, they show in an existing stage. For item-backed pipelines, use "+ Add Item" instead of "+ Add Contact".
Custom fields not showing on pipeline cards
Pipeline card preview only shows title, value, and stage by default. Custom fields are in the detail view.
Fix: Click the card to open the detail panel — custom fields are visible there. Card previews show limited info by design.
Error messages
Failed to move deal— Network error during drag. Refresh and try again. The deal stays in its original stage until the move succeeds.