Leads & pipeline
Track deals and forecast
Track deals with a value and close date, and see a weighted forecast of what's coming in.
Before you start
- An owner or admin has switched Deals on (Settings → Deals).
The steps at a glance
Step 1 of 5
In the menu on the left, tap Deals. On a phone, tap the ☰ menu button at the top first.
Tap New deal.
Type the Deal name, Value, Expected close date, and pick the Pipeline, Stage and Owner.
Drag the deal to the next stage. When it's done, tap Won or Lost (with a reason).
Tap Forecast and look at Forecast by month to see Total if all win and the Weighted forecast.
✅ How do I know it worked?
- The Deals card on the Command Centre shows your Weighted total and Won this month.
⚠️ Common mistakes
Problem“Deals are switched off”.FixAn owner or admin can turn them on in Settings → Deals.
ProblemThe forecast looks too high.FixCheck each stage's Chance % in Settings → Deals. The forecast multiplies value by chance.