Deals let you track potential customers through your sales pipeline before they buy. Use them to organise follow‑ups, assign owners, and keep on top of every opportunity. This article shows you how to create Deals, set up your pipeline, and track progress from first contact to Won or Lost.

What you can do with Deals

Deals give you a structured way to manage prospects before they become customers.

You can:

Turn a Storefront Prospect into a Deal and add it to your pipeline.
Create Deals directly from the Backoffice.
Track which stage each Deal is in and how long it has been there.
Assign Deals to team members so it is clear who is responsible.
Add Tasks and Notes so there is always a clear next action.
Mark Deals as Won or Lost and see them in table view and reports.

How to create Deals

You can create Deals in two ways:

Converting a Storefront Prospect into a Deal
Creating a Deal directly

Convert a Storefront Prospect into a Deal

Go to Prospects in your Backoffice.
Open the Prospect you want to convert.
Click Create Deal.
Review the Contact details and update the Deal name if needed.
Choose the Stage and Assignee.
Add Deal value and storage details if you know them.
Click Create Deal.

Once you confirm, the Deal appears in your pipeline at the stage you selected.

For more on Prospects, see Prospects.

Create a Deal directly

Go to Deals in your Backoffice.
Click Create Deal.
Select the Contact you want to link to the Deal.
Enter a clear Deal name that describes the opportunity.
Choose the Stage for this Deal.
Set an Assignee so it is clear who owns it.
Optionally, add:
- An estimated Deal value.
- Storage details such as Site, Unit type, Insurance / Protection and Move‑in date.
Click Create Deal.

Every Deal must have a Contact, a Deal name and a Stage. Other fields are optional, but help you report on and manage Deals more effectively.

Setting up the pipeline

Your pipeline is the visual representation of your sales process. Each column is a Stage that a Deal moves through from first contact to decision.

Until you customise it, all Deals appear in a single column named Qualified.

Edit your pipeline stages

Go to Deals in your Backoffice.
Click Set up pipeline.
To add a stage, click + Stage and enter a name.
To rename a stage, click its name, edit it, and press Save.
To reorder stages, drag them into the order you want.
To delete a stage, click the menu on the stage and choose Delete.

You can update your pipeline at any time if your sales process changes.

Example deal pipelines

For an idea of how to set up your deal pipeline, check out the examples below. It can be updated at any time should your process evolve.

Simple Pipeline: Qualified > Proposal made > Contact made > Commitment
Follow-up Pipeline: Qualified > Initial Contact > Follow up 1 > Follow Up 2 > Proposal Made > Commitment

Choose stages that match how your team actually works, so you can see progress at a glance.

How to work with Deals day to day

On the Deals pipeline, each card shows key details so you can decide what to do next.

You can drag Deals from one Stage to another as they progress. Each Deal card highlights how long it has been in the Stage, who owns it, and whether there are Tasks or Notes.

In stage since

Each Deal shows how long it has been in the current Stage. The colour changes as time passes so you can spot Deals that may need attention:

Green - In stage for 24 hours or less
Amber - In stage for 1–3 days
Red - In stage for 3 days or more

💡 Use the colour as a cue to follow up. For example, review amber and red Deals each day to keep conversations moving.

Assignee

The Assignee is the team member responsible for completing the Deal.

When you assign someone to a Deal, they receive a notification.
You can change the Assignee at any time by editing the Deal.
If your team upload profile photos, it is easier to see who owns each Deal at a glance.

Tasks

Tasks keep Deals moving by making sure there is always a next action.

Select a Deal on the pipeline.
In the quick view panel, click Add next to Tasks.
Enter a short description of the task.
Set a due date and Assignee.
Click Create task.

If there are no open Tasks on a Deal, the Tasks icon is highlighted in red to remind you to add one.

For more on Tasks, see Tasks.

Notes

Notes let you record updates, call outcomes or extra context on a Deal.

Select a Deal on the pipeline.
In the quick view panel, find Notes.
Enter your note.
Click Add note.

Notes appear in the Deal timeline so your team can see what has happened so far.

How to use the Deals table view

The table view gives you a list of all Deals with more powerful filters than the pipeline.

Go to Deals in your Backoffice.
Click the table icon at the top left of the pipeline.
Use the filters to narrow the list by:
- Assignee.
- Site.
- Status (All, Open, Won or Lost).

The table view is the only place where you can see Won and Lost Deals, which makes it useful for reviews and reporting.

How to view and update a Deal

You can see Deal details in two places: the quick view panel and the full Deal page.

Deal quick view panel

When you click a Deal on the pipeline, a panel opens on the right. This shows key information and lets you:

Edit Deal details such as Stage, Assignee and value.
Add and manage Tasks.
Add Notes.
Mark the Deal as Won or Lost from the menu.

Use the quick view panel for fast updates without leaving the pipeline.

Deal page

To see full details, click the Deal name on the pipeline or open it from a direct link.

On the Deal page you can:

View all Deal fields and related storage details.
See a full timeline of Stage changes, Tasks and Notes.
Change the Stage using the progress bar or dropdown.
Mark the Deal as Won or Lost using the buttons at the top.

Use the Deal page when you need full context or want to review the history of an opportunity.

Marking a Deal as Won or Lost

When a Deal reaches an outcome, you can mark it as Won or Lost. This removes it from the pipeline but keeps it available in table view for reporting and follow‑up.

Mark a Deal as Won

You can mark a Deal as Won from:

The … menu on the Deal card in the pipeline.
The … menu in the quick view panel.
The Won button on the Deal page.

When you mark a Deal as Won:

It disappears from the pipeline.
It remains visible in the Deals table view when you filter by Won.

⚠️ Marking a Deal as Won does not create a Subscription automatically. To start charging the customer, create a Subscription from the Create Subscription form.