Gestion du pipeline de deals

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