Sales
Deals and pipeline
Track opportunities through stages and see weighted totals.
Last reviewed October 3, 2026
A deal is a sales opportunity. Each deal sits in a stage of a pipeline.
Work a deal
- 1Open Deals. The board shows one column per stage.
- 2Select New deal, enter a name, amount, currency and close date.
- 3Drag the card to the next stage as it progresses.
- 4Mark it won or lost by moving it to the matching stage.
Pipelines and stages
- Admins edit pipelines and stage probabilities in Settings > Pipelines.
- Free includes a limited number of pipelines. Paid plans raise the limit. See the plan table below.
- Totals convert to your base currency when deals use other currencies.