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Customers

Deals

A deal is an opportunity on your pipeline. It links to an account (and usually a contact) and moves through stages you define in pipeline setup.

In the app: Customers → Deals

Create and move deals

CoPulse Customers deals board or list with pipeline stage and amount.
Deals move through stages you define under Setup → Customers → Pipeline.
  1. Open Customers → Deals (you need CRM deals permission).
  2. Create a deal: name, account, amount, and starting stage.
  3. Move the deal when the opportunity changes. Stage changes can fire workflows.
  4. Fill deal custom properties if you defined any.
  5. In Inbox, context shows the primary deal for the linked customer so agents can talk about the live opportunity.