Deals and next steps

Track the opportunity, its stage, and the next action that moves it forward.

Create a deal

Open the deals view and select New deal.
Choose the account or create the account from the selection field when appropriate.
Give the opportunity a recognizable name.
Complete the relevant value, owner and contact fields, and write a next step.
Select Add deal, then open the saved record to review it.

The stage describes where the opportunity stands. Review it when the situation changes, along with the expected value, people involved and next step.

Pipeline stages can be managed under Settings, then Stages. Agree on what each stage means before changing the pipeline your team uses.

Use a concrete action such as “Send the revised proposal” or “Confirm the decision meeting.” Include a date where the record offers one.

A deal’s next step is edited on the deal itself. If a next step appears in Tasks, return to the deal to change its source.