Deals represent your sale opportunity. In other words “your sales project”. You can easily create a deal from the application.
Deals can be linked to a person (your contact for the deal) and an organization. The organization is normally the one to which the contact person belongs but you are free to link the deal to a different organization. From the deal page you can also link other people as “persons involved” if you need to keep track of who is participating in the project.
Deals have an assigned owner who is in charge of the project and its data, and it will not be visible to other users unless you decide to share the deal. Team leader of your Team and Admin users have access to your deals in any case. Once you share the deal this becomes “open” and other users can view all it’s contents including linked emails.
Like with contacts you can customize your deal record with custom fields to organize data according to your business model.
Deals will start from the stage of the pipeline you decide (normally the first stage), and you will then move them to other stages according to the progress you have made. Deals can be moved to stages with drag-and-drop from the visual pipeline, or directly from the deal page by clicking on the stage name. Once the deal is won (or lost) you can easily save the information with one click or one drag-and-drop.