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Deals workspace

The deals workspace delivers kanban-style pipeline management alongside structured deal records. Grant customers.deals.view for read access and customers.deals.manage to let operators create, update, and move opportunities between stages.

Deals list view

Track pipeline performance​

  • List view under Customers → Deals offers a sortable table with stage, probability, expected close, linked people and companies, and last update. Filters help sales leaders zero in on specific segments or owners.
  • Export triggers a CSV of the current slice so pipeline reviews can happen offline. Every column maps to the deal entity exposed by /api/customers/deals.
  • Inline actions open the deal, duplicate it, or jump straight to activity logging.

Sales pipeline board

Kanban pipeline board​

  • Sales pipeline presents stages as draggable columns. Drag deals between stages to update status instantly; undo prompts appear after each change to make corrections painless.
  • Stage configuration pulls from the dictionary under Customers → Configuration → Deal stages. Each stage can expose colour coding to match the board headers and provide visual cues.
  • Lane metrics show deal counts per stage, helping teams spot bottlenecks without leaving the board.

Create and edit deals​

Create deal form

  • Deal form captures title, status, pipeline stage, value, currency, probability, and expected close date. Dictionaries power dropdowns, and custom fields appear in the panel on the right.
  • Associations allow linking people and companies while creating or editing a deal. Search surfaces lifecycle badges so sellers can validate the right contact in seconds.
  • Undo support keeps edits safe—each save operation includes an undo toast with Undo action.

Deal summary view

Collaborate on deal timelines​

  • Highlights display the key metrics at the top of the deal page: stage, probability, value, and expected close. Use the inline Edit deal details action to tweak them.
  • Notes let teams leave free-form updates. Keyboard shortcuts (Cmd/Ctrl + Enter to submit, Escape to close) mirror the rest of the app.

Add note dialog on deal

  • Activities track structured interactions tied to the deal. Logging a call or meeting automatically links the selected people and company, reinforcing a full-funnel timeline across entities.
  • Log activity dialog honours dictionary-driven activity types and custom fields, ensuring consistent reporting downstream.
  • Deals: customers.deals.view (read) and customers.deals.manage (create/update).
  • Activities: customers.activities.view for the timeline plus customers.activities.manage to log or edit entries.
  • Widgets: customer dashboards expose the Sales pipeline widget to anyone with customers.widgets.new-customers or custom dashboard privileges.