With the Deals feature, you can create a customizable pipeline with editable stages. Use the kanban view to easily drag and reorder deals as they progress. You can also track all details, including notes, team member assignments, and project updates.

To access our Deals feature, navigate to Client Management > Deals.

When you first get started with Deals, you'll be asked to set up your pipeline. Here you can define your Pipeline Stages, Win Probability and outcomes (e.g. won, lost):

Once you have set this up, you will see the Deals kanban view:

To create a new deal, select "New Deal" in the top righthand corner:

Next, enter your deal title, client, and pipeline stage. You can also enter a deal value and assign an owner to the deal (optional fields).

Once you've created a deal, you can click into it to review and edit its details:

Within a deal, you have the options to:

With that, by navigating to the "Projects" tab within the deal, you can connect the deal to a project with your client to ensure all information is connected:

By selecting the plus sign "+" you can create a new project to attach the deal to, or you can connect this to an existing project:

If at any point you add a project to a deal that you'd like to remove, you can simply select the 3 dots (...) to the right-hand side of the project and select "Remove Project":

Once you've created multiple deals, you can easily drag and reorder deals as they move through the pipeline: