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

# Deals pipeline

> Track your sales opportunities from first contact to closed deal. Manage stages, link proposals, and monitor your pipeline value.

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.

## Pipeline stages

Deals move through stages that mirror a typical sales process:

| Stage               | What it means                                                    |
| ------------------- | ---------------------------------------------------------------- |
| **Prospecting**     | Initial contact — you've identified a potential opportunity      |
| **Qualifying**      | Evaluating fit — budget, timeline, and scope are being discussed |
| **Proposing**       | You've sent or are preparing a proposal                          |
| **Negotiating**     | The client is reviewing terms, pricing, or scope adjustments     |
| **Closing**         | Final steps before signing                                       |
| **Won**             | Deal closed successfully                                         |
| **Lost**            | Opportunity didn't convert                                       |
| **Active**          | Work in progress on a won deal                                   |
| **Renewal pending** | Existing engagement approaching renewal                          |
| **Completed**       | All work delivered and closed                                    |
| **Cancelled**       | Deal was cancelled before completion                             |

Drag a deal card between columns to update its stage, or use the stage selector on the deal detail page.

## Creating a deal

<Steps>
  <Step title="Open the pipeline">
    Navigate to **Pipeline** from the sidebar. Click **New deal**.
  </Step>

  <Step title="Fill in the basics">
    Enter the deal name, expected value, probability, currency, and expected close date. Optionally associate a client.
  </Step>

  <Step title="Start tracking">
    The deal appears in the **Prospecting** column. Drag it forward as the opportunity progresses.
  </Step>
</Steps>

You can also create a deal from a client's portfolio page — the client is automatically associated.

## Deal detail page

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

### 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.

### 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](/guides/addendums-renewals)).
* Click any document to open it in the editor.

### 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.

### Sidebar

The right sidebar shows deal metadata: current stage, expected value, probability, close date, and the associated client. You can edit any field inline.

## 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.

## 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.

## 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.

<Note>
  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.
</Note>