Manage Deals
A deal captures one commercial engagement with a client: its value, currency, status, and everything collected against it.
Creating a Deal
Open the Deal Form
Navigate to Deals and click “New deal”.
Fill in Deal Details
- Title — What the engagement is (e.g. “Website redesign”)
- Client — Pick an existing client or add one inline with the + button
- Currency — The deal’s currency; every plan and payment on the deal uses it
- Total value — Expected amount; leave blank for open-ended retainers
- Expected close date and Description — Optional context
Create
Click “Create deal”. You land on the deal’s detail page, where you can add payment plans.
A deal’s currency is locked once payments exist on it — choose it carefully up front.
Deal Statuses
Change status from the “Change status” dropdown on the deal page. Only valid transitions are offered; marking a deal Lost or Cancelled asks for a reason.
| Status | Can move to |
|---|---|
| Open | Won, Lost, On Hold, Cancelled |
| On Hold | Open, Won, Cancelled |
| Won | Completed, On Hold, Cancelled |
| Lost / Cancelled / Completed | Final — no further transitions |
Alongside the status, every deal shows a payment badge derived from its money: Unpaid, Partial, Paid, Overpaid, or Overdue, plus summary cards for Total value, Received, Outstanding, and Overdue.
Deal Detail Tabs
| Tab | What it shows |
|---|---|
| Overview | Client, expected close, next due date, description |
| Payment plans | Schedules and installments — see Payment Plans |
| Payments | Money received — see Record Payments |
| Refunds | Refunds issued against the deal |
| Projects | Delivery projects linked to the deal |
| Team | Who was involved and in what role |
| Follow-ups | Reminders and follow-up notes on the deal |
Linking Projects
On the Projects tab, click “Link projects”, tick the projects to attach, and confirm. Each project can belong to only one deal; unlink a project with the × button on its row.
Deal Team & Ownership
On the Team tab, add members with a role — the defaults are Lead Owner, Closer, Contributor, Pre-sales, Account Manager, and Referrer, or type a custom role. Role labels are org-configurable in Settings.
Row-level visibility — Admin and Finance roles see every deal in the workspace. Everyone else sees only deals they own or collaborate on.
Exporting Deals
Click “Export” on the deals list to download the current (filtered) view as CSV — number, title, client, status, payment status, currency, value, received, outstanding, and overdue for each deal. The Payments tab on each deal has its own CSV export.