Create deal

Enter the deal record details. Required fields are marked with an asterisk.

Deal name *

A short, descriptive name for this deal. Appears across the pipeline and reports.

Associated company

Link this deal to the company it belongs to.

Amount

Total contract value in USD. Numbers only.

Deal owner

The sales rep responsible for moving this deal forward.

Deal stage /

Appointment scheduled /appt

Qualified to buy /qual

Presentation scheduled /pres

Decision maker bought-in /dec

Closed won /won

Closed lost /lost

Type /, move with ↑/↓, then press Enter to insert the stage.

Close date

The expected date this deal will close.

Deal type

Priority

Notes optional

Create a follow-up task Adds a reminder task assigned to the deal owner for tomorrow.

Pipeline

Every deal created in this session, newest at the bottom.

#	Deal name	Company	Amount	Stage	Owner
No deals yet New deals will appear here as soon as you create them.

Reports

A live summary of deal activity during this session.

Deals created

Total this session

Pipeline value

Sum of all deal amounts

Follow-up tasks

Reminders created with deals