--- title: Deals and pipelines description: Work deals through a pipeline's stages, close them as won or lost, link their contacts, company and partner, and set the stages in Settings > Data > Pipelines. url: https://salexhub.com/docs/modules/deals type: how-to area: sales section: Modules last_updated: 2026-11-14 prerequisites: [] related: - https://salexhub.com/docs/modules/quotes-and-invoices - https://salexhub.com/docs/platform/contacts-and-companies - https://salexhub.com/docs/data/relationships - https://salexhub.com/docs/data/views - https://salexhub.com/docs/control/access - https://salexhub.com/docs/platform/modules - https://salexhub.com/product/crm tools: - pipeline.list - pipeline.move - pipeline.save - quote.create_from_deal - invoice.create_from_deal - deal.create_project - sales_limits.set who: Owners and Admins, or a role with Organization settings, switch Sales on and edit pipelines; a member works the deals their role lets them see and edit. --- # Deals and pipelines Work deals through a pipeline's stages, close them as won or lost, link their contacts, company and partner, and set the stages in Settings > Data > Pipelines. > **Who can do this**: Owners and Admins, or a role with Organization settings, switch Sales on and edit pipelines; a member works the deals their role lets them see and edit. A deal is a sale you are working on. Sales moves it through the stages of a pipeline until it is won or lost, and starts its quote and invoice. ## Turn it on Switch **Sales** on in **Explore modules**: see [Turn modules on and off](https://salexhub.com/docs/platform/modules). Sales then adds **Deals** and **Partners** to the menu and a **Sales** section to Settings. ## Work a deal ### Create the deal Open **Deals** and choose **New record**. In **New deal**, fill in **Title**; **Value**, **Currency**, **Expected close date** and the other properties can follow. ### Add what you sell On the deal's **Line items**, add products. Once it has lines, the deal's **Value** is what they come to, less the deal's discount, and is no longer typed by hand. ### Move it through the stages The stage track under the deal's header shows where it stands: choose a stage on it to move the deal there. A deal may go back a stage. Each stage carries a **Win %**, which the deal takes as its **Probability**; a value you type yourself is kept while the deal moves between open stages. ### Close it Choose **Mark won**, check the **Final value** (it reads **From line items** when the lines decide it) and choose **Mark won** again. Or choose **Mark as lost**, pick a **Lost reason** if you want to, add a **Note** and choose **Mark lost**. The deal then reads **Won** or **Lost**, and **Reopen** brings it back. A won deal marks every contact linked to it as **Became a customer**. ## The board Choose **Board** on **Deals** to see one lane for each stage of the pipeline, and drag a card to move its deal. **Calculate** under a lane adds a figure such as a count or an average of a property. See [Views](https://salexhub.com/docs/data/views). ![The deals board with six stages](/docs/screens/modules/deals-light.png "Deals, Board: a lane for each stage, with how many deals and their total.") With more than one pipeline, the pipeline menu picks one or **All pipelines**, and **Manage pipelines** opens the settings. ## Pipelines A new organization starts with a pipeline of six stages: **New**, **Qualified**, **Proposal**, **Negotiation**, **Won** and **Lost**. Change it, or add your own, in **Settings > Data > Pipelines**: choose the **Object**, then **New pipeline**. | Setting | What it does | | --- | --- | | **Pipeline name** | What the pipeline is called in menus | | **Stages**, **Add stage** | The lanes of the board, in order | | **Win %** | The chance of winning a deal in that stage | | **Outcome** | **Open**, **Won** or **Lost**: whether a deal in the stage counts as open, won or lost | | **Category** | What the stage means: **Not started**, **Active**, **Done**, **Canceled**, **Won** or **Lost**. **Outcome** is the same setting for Won and Lost | | **Color** | The stage's color | | **Make default** | Makes this pipeline everyone's board; the dialog warns that it re-lanes every board | The first pipeline is the default. Remove a stage and its deals keep it until you move them: the board shows them under the stage's name marked removed. ## Contacts, company and partner A deal has one company and any number of contacts. Link them from the deal's **Related** blocks, or from the contact or company: see [Relationships](https://salexhub.com/docs/data/relationships) and [Contacts and companies](https://salexhub.com/docs/platform/contacts-and-companies). Each contact on a deal has a role. **Primary** is the person its quote and invoice are addressed to. **Champion** is the one who argues for you inside the account. A partner is a record for a reseller or referrer, under **Partners**: **Name**, **Tier** (**Strategic**, **Preferred** or **Standard**), **Status**, **Default margin %**, **Primary contact** and **Notes**. A deal has one **Partner**. The partner adds up its **Sourced deals** and **Sourced revenue**, and can be linked to the **Companies** it reaches. ## Quotes and invoices **Create quote** and **Create invoice** in the deal's menu start a draft from its line items: see [Quotes and invoices](https://salexhub.com/docs/modules/quotes-and-invoices). When the customer accepts a quote, the deal moves to the pipeline's first **Won** stage on its own. You may move it back, and an approval rule on that stage holds the move until it is approved. ## Settings | Where | What it does | | --- | --- | | **Settings > Sales > Setup** | Lists what Sales needs and what is missing: **Legal entity**, **Pipeline for deals**, **Document templates** and **Products and prices** | | **Settings > Data > Pipelines** | The stages above | | **Settings > Sales > Agent limits** | **Largest discount, in percent** and **Lowest price, in percent of the catalog price**; an empty box is **No limit** | ## What the Agent does The Agent finds deals, moves them between stages and starts a draft quote, a draft invoice or a project from a deal on its own. Saving or archiving a pipeline waits on a card for your approval. **Agent limits** apply to anything an agent writes on a deal, a quote or an invoice, whether it is the Agent, a Mini or an AI step in a workflow: a discount or price outside them is refused, not held. A person is not bound by them. ## Questions **Who sees a deal?** Deals start **Private**: the owner, their team and admins. Change it in [Access](https://salexhub.com/docs/control/access). **Can I change a pipeline that has deals in it?** Yes. Deals in a removed stage stay where they are until you move them. --- The same page for people: https://salexhub.com/docs/modules/deals. Index of this site for agents: https://salexhub.com/llms.txt