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A Deal is one piece of work moving through a workflow. It can link companies, people, meetings, summaries, Tasks, notes, owners, tags, and custom fields.

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Create and maintain a Deal

1

Choose the workflow

Open Work and select the workflow that owns the Deal. Its stages and available fields depend on that workflow.
2

Add the key facts

Give the Deal a clear name, stage, value when relevant, expected date, owners, and linked records.
3

Keep the stage honest

Move the Deal when the underlying work reaches the next stage. Use Tasks for actions that are still outstanding.
4

Record the outcome

Mark the Deal won or lost when the outcome is known. Reopen or edit it only when the real status changes.

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Read the forecast

The forecast summarizes values from the selected workflow according to its value settings and stage configuration. A stage can contribute a configured amount or probability-based value. Treat the forecast as a view of current Deal data. Missing values, stale stages, and inconsistent expected dates make it less useful. Filter by owner or stage when you need to explain a total.