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The deals pipeline gives you a visual Kanban board to track every sales opportunity through its lifecycle. Each deal represents a potential project or engagement with a client, and you can link proposals, track milestones, and log activities as the deal progresses.

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Pipeline stages

Deals move through stages that mirror a typical sales process: Drag a deal card between columns to update its stage, or use the stage selector on the deal detail page.

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Creating a deal

1

Open the pipeline

Navigate to Pipeline from the sidebar. Click New deal.
2

Fill in the basics

Enter the deal name, expected value, probability, currency, and expected close date. Optionally associate a client.
3

Start tracking

The deal appears in the Prospecting column. Drag it forward as the opportunity progresses.
You can also create a deal from a client’s portfolio page — the client is automatically associated.

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Deal detail page

Click any deal card to open its detail page. The detail page has four sections:

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Timeline

A chronological log of all activity on the deal: stage changes, notes, proposal links, and milestones. You can add notes directly from this tab to keep context for your team.

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Documents

All proposals linked to this deal appear here. You can:
  • Create a new proposal, contract, or SOW — the deal and client are pre-filled.
  • Create an addendum or renewal for an existing proposal (see Addendums and renewals).
  • Click any document to open it in the editor.

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Milestones

Payment milestones tied to the deal. Each milestone has a name, amount, due date, and status (pending, invoiced, paid, overdue, cancelled). Use milestones to track payment schedules independently of proposal milestones. The right sidebar shows deal metadata: current stage, expected value, probability, close date, and the associated client. You can edit any field inline.

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Pipeline analytics

At the top of the pipeline page, summary cards show:
  • Total deals in the pipeline.
  • Won value — total value of deals in the Won stage.
  • Pipeline value — total expected value across all active stages.
Each Kanban column header shows the count of deals and the sum of their expected values.

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Column visibility

If your pipeline has stages you don’t use, click the Visibility button in the toolbar to toggle individual columns on or off. Your preferences are saved per browser.

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Linking proposals to deals

When you create a proposal from within a deal, the dealId and client name are automatically passed to the editor. The proposal appears in the deal’s Documents tab and contributes to the deal’s value tracking. You can also link an existing proposal to a deal by editing the proposal’s settings.
A deal can have multiple proposals (e.g., an initial proposal, an addendum, and a renewal). Each one appears as a separate document in the deal’s Documents tab.