Track deals through your pipeline
Create a deal from a lead, move it through your stages, and set which stages count as converted for reporting and as won for commission.
A deal is the money conversation attached to a lead. This covers creating one, working it through the pipeline, and the two settings that decide what your reports and commission actually count.
Create a deal from a lead
Open Deals from the sidebar and create a deal. A deal is linked to a lead, so the first thing it asks for is the lead: search by name or phone, and the one you pick shows as Selected lead.
Then set:
- Deal Owner. Who is responsible for closing it. This also decides who can see it.
- Line Item and Quantity, if you sell from a catalogue. The Subtotal and Total Amount are worked out from what you add. Line items and quotations are included on every plan, see pricing.
- Amount, when you would rather enter a figure directly.
Work the pipeline
The deal list has two views. Table View is for scanning and bulk work. Kanban View lays deals out by stage, which is the view most teams keep open, because dragging a deal is how it moves stage.
To find things: Filters narrows by Deal owner, Product and Date Range, there is a Search deal box, and Table Columns controls what is shown. Export to CSV takes the current view out. Open lead on any row jumps back to the lead behind the deal.
Your stages come from your account’s own stage list rather than being edited on this screen.
Decide what counts as converted, and what counts as won
These two live under Controls, then Account Setting, and they are the reason reports and commission sometimes look wrong.
- Lead Conversion defines which stages count as converted for analytics. If nothing is selected here, nothing is counted as a conversion, and your conversion rate reads zero however many deals you close. This is the single most common cause of an empty funnel.
- Commission sets the won stages. Deals reaching those stages accrue commission for the owner. A deal that closes into a stage you have not listed pays nobody.
Set both when you set up your pipeline, and revisit them any time you add or rename a stage.
Who can see which deals
The same idea as leads, applied to the deal itself rather than to the lead behind it.
| Role | Sees |
|---|---|
| Admin and Super admin | Every deal |
| Location admin | Deals they own or created, plus deals in their locations |
| Every other role | Only deals they own or created |
So a rep working a lead they do not own will not see a colleague’s deal on that lead.
If something looks wrong
| What you see | What it means | What to do |
|---|---|---|
| Conversion rate stays at zero | No stages are set under Lead Conversion | Select the stages that count as converted |
| A closed deal pays no commission | Its stage is not in the won stages list | Add that stage under Commission |
| A rep cannot see a deal | They neither own nor created it | Change the owner, or make them an admin or location admin |
| The Line Item picker is empty | No catalogue has been set up yet | Add them under Deals, then Line Items |
Related
- Assign leads and control who sees them
- Set up your first automation to act when a deal is won or lost.
Still stuck on this step?
Send us what you are seeing and we will sort it out with you.