How To: Create Your First Deal and Close It

Goal

This guide walks you through creating a deal in the pipeline, moving it through stages, and closing it as won.

Prerequisites

• At least one pipeline configured (Settings → Pipelines)
• At least one contact created

Steps

Step 1: Create the Deal

1. Go to Pipeline in the sidebar
2. Click "Add Deal"
3. Fill in the deal details:
4. Title (e.g., "Enterprise License — ACME Corp")
5. Value (e.g., 150,000,000 VND)
6. Contact and Company
7. Pipeline and starting stage
8. Expected close date
9. Click Save

Step 2: Work the Deal

As you progress the deal:

• Drag the deal card to the next stage in the board/kanban view
• Or click the deal → Edit → change the stage
• Log activities (calls, meetings, emails) to track interactions
• Add notes about key conversations

Step 3: Create a Quote

1. Open the deal and click "Create Quote" or go to Quotes → Add Quote
2. Add line items from your product catalog
3. Send the quote to the customer via the share link

Step 4: Close the Deal

1. Drag the deal to the "Won" stage (or update the stage manually)
2. The deal is now marked as won
3. If you have commission rules set up, commissions are automatically calculated
4. You can now create a Contract, Invoice, or Order from this deal

What Happens When a Deal is Won?

• The deal card shows a "Won" badge
• Commission rules with "Deal Won" trigger fire automatically
• Dashboard statistics update to reflect the new revenue