Deals & Pipeline

What is a Deal?

A Deal represents a business opportunity — a potential sale that you're working to close. Deals move through pipeline stages from initial opportunity to won or lost.

Depending on your industry, deals might be called:

• Bookings (Real Estate)
• Enrollments (Education)
• Shipments (Food Export)
• Orders (Automotive, General)

Creating Deals

From Lead Conversion

1. Open a lead → Click Convert
2. A deal is auto-created linked to the new Contact and Account
3. Set: Deal name, Amount, Stage, Close date

Manual Creation

1. Go to Deals → Click + New Deal
2. Fill in:
   • Deal Name — Descriptive title (e.g., "Acme Corp - Annual License")
   • Amount — Expected deal value
   • Stage — Current pipeline stage
   • Close Date — Expected close date
   • Owner — Assigned sales rep
   • Contact — Primary contact for this deal
   • Account — Company
   • Probability — Win likelihood (auto-set by stage)

Deal Fields

Field	Description
Deal Name	Title of the opportunity
Amount	Expected revenue
Stage	Current pipeline position
Probability	Win percentage (from stage or manual)
Close Date	Expected close date
Deal Owner	Assigned rep
Contact	Primary buyer/decision maker
Account	Company
Deal Type	New Business, Renewal, Upsell, Cross-sell
Lead Source	Original lead source
Next Step	What needs to happen next
Description	Deal notes and context
Expected Revenue	Amount × Probability

Pipeline View

List View

• Table of all deals with key columns
• Sort by amount, close date, stage, owner
• Filter by stage, owner, date range, amount

Stage Progression

Deals move left-to-right through stages:

New → Qualified → Proposal → Negotiation → Won/Lost

Each stage has:

• Name and position order
• Probability percentage (used for forecasting)
• Color coding
• Win/Lost flags (terminal stages)

Managing Deals

Stage Updates

• Change stage via the Status dropdown on the deal page
• Or use Quick Actions in the list view
• Stage changes are logged in the timeline

Activities

From a deal, you can:

• Log a Call — Record call notes and outcome
• Log a Meeting — Schedule or record meetings
• Create a Task — Assign follow-up actions
• Send an Email — Communication directly from CRM
• Send WhatsApp — Message the contact
• Add a Note — Internal notes for your team

Linking

A deal can be linked to:

• One or more Contacts (decision makers, influencers)
• One Account (the company)
• One or more Products (what you're selling)
• Quotes — Generated proposals
• Invoices — Bills after winning

Closing Deals

Marking Won

1. Move to the "Won" stage (or "Closed Won", "Booked")
2. Optionally create an Invoice
3. Deal contributes to revenue metrics
4. Contact marked as "Customer"

Marking Lost

1. Move to the "Lost" stage
2. Select a Loss Reason (price, competitor, timing, etc.)
3. Add notes about why it was lost
4. Lead can be reopened later if circumstances change

Forecasting

ZenTraq calculates revenue forecasts based on:

• Weighted Pipeline = Sum of (Amount × Probability) for all open deals
• Best Case = All deals in negotiation or later stages
• Committed = Deals with 90%+ probability
• Monthly Forecast = Grouped by expected close date

Filters & Views

Quick Filters

• My Deals, Closing This Month, High Value, Won, Lost
• By stage, by owner, by amount range

Saved Views

Create and save custom views:

• "Deals closing this week over $10k"
• "Unassigned deals in negotiation"
• "Deals from referrals"

Tips

• Keep close dates realistic — Update as deals progress
• Log every interaction — Build a complete deal history
• Use Next Step — Always have a clear action item
• Review weekly — Pipeline review catches stale deals
• Track loss reasons — Pattern analysis improves win rates