CRM deals: the sales pipeline board

Create deals with amount, stage, win probability and product line items; drag them across the kanban board; record lost reasons; convert won deals into OMS sales orders.

A deal is one specific business you are negotiating — not the customer, but the deal itself: "they want 5,000 units of product X, worth $80,000, probably closing next month." Use this page for every negotiation in progress so the whole team sees the same pipeline.

Create a deal#

1. Open the Deals page and click New; link it to the company and contact from CRM.
2. Enter the amount and currency, the current stage, the win probability (how likely it closes, as a percent), and the expected close date.
3. Add line items — "product lines": what the customer wants to buy, item by item (product, quantity, unit price). This is what the customer would actually order.
4. Save. The deal appears on the board in its stage column.

Move deals on the kanban board#

The board has one column per stage (e.g. prospecting → proposal → negotiation → won/lost). Drag a deal card from one column to the next as the negotiation moves forward — every stage change is recorded in the deal history, so you can audit who moved what and when.

Won deals become OMS sales orders#

This is the handoff from selling to fulfillment: when a deal is won, one click converts it into an OMS sales order carrying over the line items. Sales is done; the warehouse takes it from there.