---
title: "Deals and pipeline, every deal at its stage | SalexHub"
description: "Your stages and their win %, a stage that asks for what it needs, the customer's yes that closes the deal, and new leads shared fairly across a team."
url: "https://salexhub.com/product/crm/deals"
---

# Every deal at its real stage.

Your stages and their win %. When the customer accepts the quote, the deal moves to Won by itself. The Sales Pipeline as a board, New, Qualified, Proposal, Negotiation and Won, each stage with its win % and its total. As the page scrolls, Tidewell accepts the quote and its deal moves from Proposal to Won on its own, and the totals follow.

## A stage asks for what it needs.

Name what a deal must have to enter a stage. Every way in meets the same rule. The Proposal stage being set: win % 50, its category Active, and what entering it asks for: an expected close date, an amount and a quote linked to the deal. A stage can also set a date the first time a deal enters it.

## You decide when a deal goes quiet.

Set the days, and Needs attention counts the deals past them. Needs attention for deals, as an administrator sets it in Settings: no activity in 14 days and new, not contacted in 2 days, each number theirs to change, beside the rules with no days (no next step, close date passed, no owner) and the count each finds today.

## More than one way to sell.

One main pipeline for each deal, and side processes it can join beside it. Two pipelines on deals: the Sales Pipeline, the default and the main one, and Onboarding, a side process a won deal can join while it stays in the main pipeline.

## New leads, shared fairly.

Round-robin, to whoever owns the fewest, or at random, across a team. A rotation rule for new deals: round-robin through the Sales team, each person with the deals they own, and who is next up.

## Monday's calls, ready at nine.

A ready Mini lists the open deals that need a call this week, and why. The Monday pipeline Mini's report: three open deals that need a call this week, the most valuable first, each with the reason in one line. [Start the week with the deals that need a call](https://salexhub.com/use-cases/monday-pipeline)

## Next

[Contacts & companies](https://salexhub.com/product/crm/contacts) · [Activities](https://salexhub.com/product/crm/activities) · [Quotes](https://salexhub.com/product/quotes-and-invoices) · [From the won deal to its project](https://salexhub.com/product/work) · [For sales teams](https://salexhub.com/solutions/sales)

## Put your deals on the board.

Start with the Sales Pipeline, then make the stages your own. [Start free](https://app.salexhub.com/register)

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The same page for people: https://salexhub.com/product/crm/deals. Index of this site for agents: https://salexhub.com/llms.txt