Deals: create, move, win

Deal lifecycle

Creating a deal

• From Pipeline → click + New deal on any stage.
• From a Contact or Company page → New deal.
• Automatically when you create a proposal (a matching deal is created if none is linked).

Required fields

• Title, Company (or Contact), Value, Currency, Owner, Stage.

Moving deals

• Drag & drop on the pipeline board, or
• Change stage on the deal detail page.

Every move is recorded on the deal timeline with the user, previous stage, and timestamp.

Winning a deal

Move it to a stage marked is_won. Kudu will:

1. Create a commission for the owner (respecting deal splits).
2. Draft a PaySync invoice if the module is enabled.
3. Fire the deal.won webhook.
4. Send a Slack notification if configured.

Losing a deal

Move to a is_lost stage — you'll be prompted for a loss reason which feeds into the Reports tab.