Deal Pipeline Management

Deal Flow Columns #

Customizable Pipeline Stages #

The deal pipeline system provides visual sales management through customizable flow columns:

Default Pipeline Stages:

• Unqualified Lead: Initial lead capture stage
• Qualified Lead: Leads that meet qualification criteria
• Preparing Proposal: Active proposal development stage
• Proposal Made: Proposals submitted to prospects
• Client: Successfully converted deals
• Declined: Deals that didn’t convert

Column Management:

• Each column represents a stage in your sales process
• Columns are team-specific and isolated for proper access control
• Column ordering determines pipeline flow progression
• Deal probability can be assigned to each column for forecasting

Pipeline Stage Configuration #

Deal flow columns are fully configurable for your sales process:

Column Properties:

• Column Name: Descriptive name for the pipeline stage (max 255 characters)
• Deal Probability: Percentage probability for deals in this stage
• Column Order: Sequential ordering for pipeline flow
• Board Association: Columns belong to specific boards for organization

Team-Based Organization:

• All deal flow columns are scoped to teams through team_id
• Team isolation ensures pipeline stages are only visible to team members
• Cross-team column access is prevented for security
• Team-specific pipeline customization and management

Column Creation and Management:

• New columns are automatically ordered after existing columns
• Column order can be updated for pipeline flow optimization
• Team and board assignment is automatic based on user context
• Authorization required for column creation and modification

Deal Creation and Management #

Creating Deals with Contact Associations #

Deal creation supports comprehensive deal management with contact integration:

Required Deal Information:

• Deal Name: Descriptive name for the deal (required, max 255 characters)
• Pipeline Column: Required assignment to a specific pipeline stage
• All other fields are optional for flexible deal management

Deal Properties:

• Description: Detailed deal description (max 5000 characters)
• Amount: Deal value with decimal precision for financial tracking
• Contact Association: Optional link to specific contacts
• Company Association: Optional company assignment
• Outreach Source: Track lead source through outreach campaigns

Deal Creation Process:

• Deals are created within specific pipeline columns
• Contact association creates hierarchical deal-contact relationships
• Outreach integration triggers lead acquisition events
• Custom field values can be assigned during deal creation
• File attachments support deal documentation

Deal Editing and Updates #

Deals can be comprehensively updated after creation:

Editable Properties:

• All deal fields can be modified through the edit interface
• Pipeline column assignment can be changed for deal progression
• Deal amounts and descriptions are fully editable
• Contact associations can be updated or removed

Advanced Deal Features:

• Attachment Management: Add, update, or remove deal attachments
• Custom Fields: Update deal-specific custom field values
• Column Movement: Move deals between pipeline stages
• Deal Ordering: Manage deal order within pipeline columns

Deal Status Management:

• Closed Deals: Deals can be marked as closed with timestamps
• Soft Deletion: Deals support soft deletion for data retention
• Slug Generation: Automatic URL-friendly slug generation for deal pages
• Deal Archiving: Archive completed or cancelled deals

Deal Tracking #

Monitoring Deal Progress Through Pipeline Stages #

The system provides comprehensive deal tracking and progression monitoring:

Pipeline Progression:

• Deals move through pipeline stages based on sales progress
• Visual pipeline interface shows deals in each stage
• Deal movement between columns tracks sales progression
• Column order determines logical deal flow

Deal Status Tracking:

• Active Deals: Deals without closed_at timestamps
• Closed Deals: Deals marked as completed or won
• Deal History: Track deal movement through pipeline stages
• Deal Timeline: Monitor deal progression over time

Team Deal Management:

• Deal flow columns load associated deals with comprehensive data
• Deal counts and attachment counts for quick overview
• User assignment tracking for deal ownership
• Team-based deal visibility and access control

Deal Performance Analytics #

Deal tracking includes performance monitoring and analytics:

Deal Metrics:

• Deal Amount Tracking: Financial value monitoring per deal
• Pipeline Value: Total value of deals in each pipeline stage
• Conversion Tracking: Monitor deal progression through stages
• Deal Velocity: Track time spent in each pipeline stage

Deal Organization:

• Deal Ordering: Manage deal priority within pipeline columns
• Deal Filtering: Filter deals by various criteria
• Deal Search: Find specific deals across pipeline stages
• Deal Grouping: Organize deals by various attributes

Deal Amount and Probability #

Financial Tracking and Conversion Probability #

The deal system includes comprehensive financial tracking and probability management:

Deal Amount Management:

• Decimal Precision: Deal amounts support decimal values for accurate financial tracking
• Amount Validation: Proper validation for deal values (up to 99.99)
• Currency Support: Deal amounts integrate with multi-currency system
• Amount Updates: Deal values can be modified throughout deal lifecycle

Probability Tracking:

• Column Probability: Each pipeline column can have assigned probability percentage
• Forecasting Support: Probability values support sales forecasting
• Pipeline Analytics: Combine deal amounts with probabilities for revenue projections
• Conversion Metrics: Track probability changes as deals progress

Financial Analytics:

• Pipeline Value: Calculate total pipeline value using amounts and probabilities
• Revenue Forecasting: Project revenue based on deal amounts and stage probabilities
• Deal Performance: Analyze deal values across different pipeline stages
• Financial Reporting: Generate reports based on deal amounts and progression

Deal Value Management #

Deal financial management integrates with broader system functionality:

Value Tracking:

• Deal amounts are tracked throughout the deal lifecycle
• Amount changes are logged for deal history and analytics
• Integration with forecasting and reporting systems
• Multi-currency support for international deals

Business Intelligence:

• Deal amounts feed into team performance analytics
• Pipeline value calculations for management reporting
• Revenue projections based on deal amounts and probabilities
• Financial performance tracking across pipeline stages

Deal Attachments and Fields #

Supporting Documents and Custom Information #

Deals support comprehensive documentation and custom data management:

Attachment Management:

• File Upload: Support for multiple file attachments per deal
• File Storage: Secure file storage with organized directory structure
• Original Names: Preserve original file names for easy identification
• Attachment Updates: Add, modify, or remove attachments during deal updates

Attachment Features:

• Multiple Files: Support for multiple attachments per deal
• File Size Validation: Maximum total size validation (50MB total)
• File Organization: Attachments organized by deal ID for structure
• Attachment Deletion: Remove unwanted attachments during deal updates

Custom Deal Fields #

Deal custom fields provide flexible data management:

Field Types Support:

• Text Fields: For descriptive information and notes
• Number Fields: For numeric data and calculations
• Date Fields: For deadline and milestone tracking
• Time Fields: For scheduling and time-based data
• DateTime Fields: For precise timestamp requirements

Custom Field Management:

• Team-Based Fields: Custom fields are scoped to teams
• Board-Specific Fields: Fields can be specific to deal boards
• Field Sequencing: Custom field ordering for organized presentation
• Field Values: Flexible value storage and management

Field Integration:

• Deal Creation: Custom fields can be set during deal creation
• Deal Updates: Field values can be modified during deal editing
• Field Synchronization: Efficient field value management using sync operations
• Field Display: Custom fields appear in deal interfaces and forms

Deal Documentation and Organization #

Deals support comprehensive documentation and organizational features:

Deal Information:

• Detailed Descriptions: Support for extensive deal descriptions (5000 characters)
• Deal Slugs: URL-friendly identifiers for deal pages and sharing
• Deal Ordering: Manage deal priority and organization within columns
• Deal Categories: Organize deals through custom fields and attributes

Integration Features:

• Contact Integration: Direct association with contact records
• Outreach Integration: Track deal sources through outreach campaigns
• Lead Events: Automatic lead acquisition event triggers
• Team Collaboration: Multi-user deal management and assignment