Overview
Manage qualified sales opportunities from pipeline entry to won, lost, or dormant.
Main purposeManage qualified sales opportunities from pipeline entry to won, lost, or dormant.
Important areasDeal list, stage, amount, probability, close date, forecast category, next step, owner, linked customer records.
Business valueA consistent deal process improves forecasting, sales handover, and pipeline accountability.
Where To Find It
Common Path: Sales > Deals
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Deals represent real opportunities after a lead is qualified or when an existing customer has a new sales opportunity.
- Stage and probability show where the deal sits in the sales process.
- Next step and close date make the deal actionable instead of only descriptive.
Main Areas
| Area | What It Is Used For |
|---|---|
| Deal list | Search and review opportunities. |
| Deal details | Shows commercial value, stage, customer links, and activity. |
| Pipeline link | Shows deals grouped by stage. |
| Comments and activity | Shows discussion and audit changes. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Deal number | Optional or automatic reference. | Use consistent numbering for reporting and communication. |
| Name | Short opportunity name. | Make it specific enough to identify the sale. |
| Amount | Expected deal value. | Use for pipeline and forecast reporting. |
| Probability | Estimated chance of closing. | Keep it realistic and aligned with stage. |
| Stage | New, qualification, needs analysis, proposal, negotiation, won, lost, or dormant. | Update as the sales process changes. |
| Next step | The next action expected. | Keep this filled for every open deal. |
Recommended Workflow
- Create the deal from a qualified lead or from the Deals list.
- Link the company, contact, and lead when available.
- Enter amount, probability, forecast category, close date, and owner.
- Add a next step before saving.
- Update the stage whenever the customer decision process changes.
Best Practice
- Every open deal should have a next step and owner.
- Use Dormant for paused deals instead of leaving them in active stages.
- Use loss reason on lost deals so management can review patterns.
Troubleshooting
- If a deal does not appear in the pipeline, check its stage and whether it is closed or dormant.
- If amount totals look wrong, review currency and amount values on individual deals.
- If linked contacts are missing, confirm they exist in Contacts first.
FAQ
Can a deal exist without a lead?
Yes. Existing customers may create direct opportunities without a separate lead.
What makes a deal open?
Deals in active stages are open. Won, lost, and dormant stages are used for closure or pause.