Deals
A deal is a sales opportunity or transaction associated with a client. Deals allow you to track the sales pipeline — from first contact to closing.
Deal Data
- Name — title of the sales opportunity
- Net and Gross Amount — transaction value
- Currency — transaction currency
- Tax — VAT rate
- Date — main deal date
- Date Range — from/to date (e.g., contract period)
- Number — deal number
- Invoice Number — associated invoice
- Description — details
Deal Status
A deal progresses through pipeline stages — from new to closed:
- Pipeline stages — defined by statuses (e.g., “Contact”, “Offer”, “Negotiations”)
- Won (win) — transaction completed successfully
- Lost — client declined
Associations
- Client — which client the deal belongs to
- Contact — contact person on the client side
- Project — associated project
- Task — associated task
- Responsible — who manages the deal
- Next Deal — link to the next transaction (follow-up)
Notes and Attachments
Notes and files can be added to a deal — e.g., offers, contracts, correspondence.
External ID
A deal can have an external_id for synchronization with external systems (e.g., an invoicing system).