How do deals work?
A deal is an opportunity with a value, a stage, and a linked contact, moving from draft to signed on a board your team reads at a glance.
On this page
The anatomy of a deal
Every deal carries a title, a value, its current stage, and the contact it belongs to. Deliverables, notes, and activity build up underneath as work happens.
Linked to the rest of your CRM
Deals attach to contacts, so a deal's story and a person's story stay one story. What you learn on either side shows on both.
History you can trust
Deals checkpoint automatically as you edit and on demand, and you can restore an earlier version. Careless edits stop being scary.
FAQ
Deal questions
Can several deals share one contact?
Yes. A returning customer's new opportunity is a new deal on the same contact.
Who can see deals?
Your workspace members. Deals live in the shared workspace like everything else.