Overview
Deals is the selected client's own sales pipeline, a kanban board of their deals organized by stage. Use it to track each deal from first stage to won or lost, add new deals, and move them along by dragging between columns. The header shows the deal count and total pipeline value for the client. This is the client's internal CRM for the opportunities SalesHive helps generate.
How to use this page
Select the client
Pick the client in the top-right switcher. The board loads their deals grouped into columns, one per pipeline stage, with a No stage column for any deal not yet placed. The header shows the client name, deal count, and total pipeline value. If the board fails to load, you get a Could not load deals message with a Retry button.
Add a deal
Click New deal to open the add form. Enter a deal name (required), optional company and amount, and choose a starting stage (defaults to the first stage). Press Enter in the name field or click Create to add it. If the create fails, an error toast tells you instead of the card silently not appearing.
Move a deal along
Drag a deal card from one stage column to another to update its stage. The change saves automatically. If the save is rejected, the card rolls back to its original column and you get an error toast.
Start from an empty board
When a client has no deals yet, the board shows a No deals yet panel with a Create first deal button to open the add form. Once deals exist they fill the stage columns.
Set up your stages first
If the columns do not match your sales process, click Edit stages in the header (or open the Stages page) to rename, reorder, and define won and lost stages, then come back here.
What the buttons do
- New deal
- Toggles the add-deal form: deal name (required), optional company and amount, and a starting stage. Enter in the name field or Create adds it.
- Edit stages
- Header button that opens the Stages page to rename, reorder, or add pipeline stages.
- Deal name
- The required name of the opportunity. Press Enter here to create the deal.
- Company / Amount
- Optional company name and dollar amount for the deal.
- Stage select
- Sets the deal's starting stage; defaults to the first stage.
- Deal card (drag)
- Drag a card between stage columns to change its stage. A rejected move rolls the card back with an error toast.
- Create first deal
- Appears in the empty-board state; opens the add-deal form.