Track deals in your pipeline

A deal is a piece of work you hope to win, such as a website project or a coaching package. Your pipeline shows every open deal by stage, with the total value in each, so you always know what is coming in.

Move a deal along your pipelineCopy Anchor Link

1. Open CRM › Deals.
2. Switch to Kanban to see the board.
3. If you have more than one pipeline, choose it from the selector next to the Deals title.
4. Drag the deal to the stage that matches where things stand.

You're done when the deal sits in its new column. Each column shows its total value and number of deals, such as $21,000 · 2 deals.

Close a deal as won or lostCopy Anchor Link

• Drag the deal onto your Won or Lost stage, or
• open the deal and choose Won or Lost at the top. A lost deal asks why, so you can see later what gets in the way. See Work on a deal.

Dragging a closed deal back to an open stage, or choosing Reopen, opens it again.

Table or boardCopy Anchor Link

• Kanban is best for moving deals and seeing your pipeline at a glance.
• Table is best for searching, sorting, filtering and changing several deals at once.

Agiled remembers the view and pipeline you used last on this browser.

Set up your stagesCopy Anchor Link

Stages and their outcomes are set in Settings › CRM › Pipelines & stages. Each stage is Open (in progress), Won stage or Lost stage. Make sure your closing stages have the right Outcome, and add a Lost stage with Add Stage if your pipeline has none. See Manage CRM pipelines.

Good to knowCopy Anchor Link

• Bookings can move deals for you. An event type can move the client's open deal to a stage you choose, such as Qualified after a discovery call.
• Fewer, clearly named stages are easier to keep up to date.
• If a deal is in the wrong columns, check which pipeline is selected.

RelatedCopy Anchor Link

• Create a deal
• Work on a deal
• CRM reports