Deal Pipeline Management Feature¶

Overview¶

Deal Pipeline Management (/deals) provides a complete sales CRM solution with visual kanban boards, customizable pipelines, deal stages, value tracking, and integration with contacts, tasks, and conversations. It enables sales teams to track opportunities from initial contact through to closed deals.

Features¶

1. Deal Pipeline Management¶

Multiple Pipelines: - Create custom sales pipelines - Pipeline creation, editing, deletion - Set default pipeline - Pipeline switching

Custom Stages: - Define pipeline stages - Stage name, color coding, order - Default stages: Deal, Qualified, Proposal, Negotiation, Closed Won, Closed Lost

Visual Kanban Board: - Drag-and-drop deal management - Column-based layout - Drag deals between stages - Visual stage indicators - Deal count per stage - Stage value totals

2. Deal Management¶

Create Deals: - Add new deals with: - Deal title, description - Contact association - Company association - Pipeline selection - Initial stage - Deal value (currency) - Probability percentage - Owner assignment - Tags - Expected close date - Custom fields

Edit Deals: - Update deal information - All deal fields editable - Stage changes tracked - Activity timeline

Delete Deals: - Remove deals

Deal Details View: - Comprehensive deal profile - All deal information - Contact/company details - Activity timeline - Notes - Attachments - Related tasks - Stage history

2. Pipeline Management¶

Pipeline Features: - Multiple pipelines - Custom stages - Stage colors - Stage order - Default pipeline - Pipeline templates

Stage Configuration: - Stage name - Stage color - Stage probability - Stage order - Stage requirements

3. Kanban Board View¶

Board Features: - Drag-and-drop deal movement - Stage columns - Deal cards - Quick actions - Stage totals - Value totals

Card Information: - Deal title - Contact name - Deal value - Probability - Assignee - Tags - Due date

3. Deal Filtering¶

Value Range Filter: - Filter by deal value - Minimum value - Maximum value - Validation (max > min)

Owner Filter: - Filter by deal owner - All assignees - Specific team member

Tag Filtering: - Filter by deal tags - Multiple tag selection - Tag badges

Pipeline Filtering: - Filter by pipeline - Pipeline selector - Default pipeline

5. Deal Assignment¶

Assignment Features: - Assign to team member - Reassign deals - Bulk assignment - Assignment history - Auto-assignment rules

4. Deal Tracking¶

Deal Value Tracking: - Monetary value tracking - Currency support - Value aggregation - Stage value totals

Probability Tracking: - Win probability percentage - Stage-based defaults - Manual adjustment

Expected Close Date: - Timeline tracking - Date picker - Overdue indicators

Deal Activity: - Complete activity log - Stage changes - Value updates - Owner changes - Notes added - Tasks created

5. Deal Ownership Tracking¶

Ownership History: - Complete audit trail of all ownership changes - Duration with each owner tracked automatically - Change timestamps recorded - Change reasons logged (Initial assignment, Reassigned, Unassigned, Auto-reassigned) - Changed by user tracking - Real-time history updates

Ownership History View: - Timeline of all ownership changes - Duration calculations (days with each owner) - Owner information display - Change reason display - Visual timeline interface - Accessible from deal details

Automatic Reassignment: - Round-robin assignment for inactive deals - Configurable inactivity threshold (default: 7 days) - Only reassigns to active users (is_online = true) - Automatic logging of reassignments - Prevents deal stagnation - Fair workload distribution

Performance Metrics: - Average time deals spend with each owner - Deal handling time per team member - Ownership change frequency tracking - Bottleneck identification - Workload distribution analysis

Manual Reassignment: - Manager can manually reassign deals - System logs all manual changes - Duration calculated automatically - Reason recorded for audit trail

Database Integration: - deal_owner_history table stores all changes - Automatic trigger on owner changes - Duration calculation on reassignment - Secure RLS policies for access control

6. Deal Actions¶

Quick Actions: - View deal details - Edit deal - Delete deal - Change stage (drag-and-drop) - Assign owner - Add tags - Add notes - Create task

Bulk Actions: - Bulk stage change - Bulk owner assignment - Bulk delete

7. Pipeline Analytics¶

Stage Distribution: - Visual breakdown - Deal count per stage - Value per stage - Conversion funnel

Pipeline Performance: - Performance metrics - Average deal value - Average deal duration - Win rate - Loss rate

8. Deal Cards¶

Visual Deal Cards: - Information-rich cards - Deal title - Contact/company name - Deal value - Owner avatar - Tags - Stage indicator - Quick actions

Use Cases¶

Use Case 1: Sales Team Managing Pipeline¶

Scenario: Sales team tracks deals through sales process.

Steps: 1. Create deal from qualified lead 2. Set initial stage: "Deal" 3. Set value: $10,000 4. Assign to sales rep 5. Move deal through stages: - Deal → Qualified - Qualified → Proposal - Proposal → Negotiation - Negotiation → Closed Won 6. Update value as deal progresses 7. Add notes at each stage 8. Create tasks for follow-ups 9. Close deal as Won 10. Review pipeline metrics

Expected Outcome: Deal tracked through complete sales cycle with full history.

Use Case 2: Sales Manager Pipeline Review¶

Scenario: Sales manager reviews team pipeline weekly.

Steps: 1. Open Deals page 2. Select pipeline 3. Review deals by stage 4. Check stage totals 5. Review value totals 6. Filter by assignee 7. Review individual rep performance 8. Identify deals needing attention 9. Reassign deals if needed 10. Export pipeline report

Expected Outcome: Manager has complete pipeline visibility and can take action.

Use Case 3: Deal Forecasting¶

Scenario: Sales team needs revenue forecast.

Steps: 1. Open Deals page 2. Filter deals by stage (exclude Closed Lost) 3. Calculate weighted value: - Value × Probability 4. Sum weighted values 5. Add closed won deals value 6. Generate forecast report 7. Compare to target 8. Identify gaps

Expected Outcome: Accurate revenue forecast based on pipeline data.

Use Case 4: Deal Conversion from Conversation¶

Scenario: Customer inquiry converts to deal.

Steps: 1. Customer sends message via WhatsApp 2. Sales rep responds 3. Qualifies customer need 4. Creates deal from conversation 5. Links deal to contact 6. Sets initial stage: "Qualified" 7. Sets value based on discussion 8. Creates follow-up task 9. Moves deal through pipeline 10. Closes deal as Won

Expected Outcome: Conversation seamlessly converts to tracked deal.

Test Cases¶

Test Case 1: Create Deal¶

Test: Verify deal creation

Steps: 1. Go to Deals 2. Click "New Deal" 3. Fill in required fields: - Title: "New Customer Deal" - Contact: Select contact - Pipeline: Select pipeline - Stage: "Deal" - Value: 5000 4. Add optional fields: - Probability: 10 - Expected Close Date: Future date - Tags: ["New", "Hot"] 5. Save deal 6. Verify deal appears in kanban board 7. Verify deal in correct stage column 8. Open deal details 9. Verify all data saved

Expected Result: Deal created successfully with all data preserved

Test Case 2: Move Deal Between Stages¶

Test: Verify stage movement

Steps: 1. Create deal in "Deal" stage 2. Drag deal to "Qualified" stage 3. Verify deal moved 4. Verify stage updated 5. Verify probability updated (if stage has default probability) 6. Check deal history 7. Verify stage change recorded 8. Move deal to "Closed Won" 9. Verify deal moved to closed stage 10. Verify deal marked as won

Expected Result: Deal moves between stages correctly with history tracking

Test Case 3: Update Deal Value¶

Test: Verify value updates

Steps: 1. Create deal with value: 5000 2. Open deal details 3. Update value to 7500 4. Save changes 5. Verify value updated 6. Check deal history 7. Verify value change recorded 8. Update value multiple times 9. Verify all changes tracked

Expected Result: Deal value updates correctly with history

Test Case 4: Assign Deal¶

Test: Verify deal assignment

Steps: 1. Create unassigned deal 2. Click "Assign" 3. Select team member 4. Confirm assignment 5. Verify deal assigned 6. Filter deals by assignee 7. Verify deal appears 8. Reassign to different team member 9. Verify reassignment works 10. Bulk assign multiple deals 11. Verify all deals assigned

Expected Result: Deal assignment works for single and bulk operations

Test Case 5: Filter Deals¶

Test: Verify filtering functionality

Steps: 1. Create multiple deals: - Different stages - Different assignees - Different values - Different tags 2. Filter by stage: "Deal" 3. Verify only deals in that stage shown 4. Filter by assignee 5. Verify only assigned deals shown 6. Filter by value range: 5000-10000 7. Verify only deals in range shown 8. Filter by tags 9. Verify only tagged deals shown 10. Combine multiple filters 11. Verify combined filter works

Expected Result: All filters work correctly individually and combined

Test Case 6: Create Pipeline¶

Test: Verify pipeline creation

Steps: 1. Go to Deals → Pipelines 2. Click "New Pipeline" 3. Enter name: "Sales Pipeline" 4. Configure stages: - Deal (Gray) - Qualified (Blue) - Proposal (Yellow) - Negotiation (Red) - Closed Won (Green) - Closed Lost (Gray) 5. Set default probabilities 6. Save pipeline 7. Verify pipeline created 8. Set as default pipeline 9. Verify default set 10. Create deal 11. Verify uses default pipeline

Expected Result: Pipeline created and configured correctly

Test Case 7: Deal from Contact¶

Test: Verify deal creation from contact

Steps: 1. Go to Contacts 2. Open contact details 3. Click "Create Deal" 4. Fill in deal details 5. Save deal 6. Verify deal created 7. Verify deal linked to contact 8. Go to Deals 9. Verify deal appears 10. Open deal details 11. Verify contact link

Expected Result: Deal created from contact with proper linking

Test Case 8: Deal from Conversation¶

Test: Verify deal creation from conversation

Steps: 1. Go to Inbox 2. Open conversation 3. Click "Create Deal" 4. Fill in deal details 5. Save deal 6. Verify deal created 7. Verify deal linked to contact 8. Verify deal linked to conversation 9. Go to Deals 10. Verify deal appears 11. Open deal details 12. Verify conversation link

Expected Result: Deal created from conversation with proper linking

Test Case 9: Deal Tags¶

Test: Verify tagging functionality

Steps: 1. Create deal 2. Add tag: "Hot" 3. Add tag: "VIP" 4. Verify tags displayed 5. Remove tag: "Hot" 6. Verify tag removed 7. Filter deals by tag: "VIP" 8. Verify deal appears

Expected Result: Tag management works correctly

Test Case 10: Deal Probability¶

Test: Verify probability tracking

Steps: 1. Create deal 2. Set probability: 10% 3. Verify probability saved 4. Move to "Qualified" stage 5. Verify probability updates (if stage has default) 6. Manually update probability: 50% 7. Verify probability updated 8. Move to "Closed Won" 9. Verify probability: 100% 10. Check probability history

Expected Result: Probability tracks correctly through deal lifecycle

Test Case 11: Deal Value Forecasting¶

Test: Verify forecasting calculations

Steps: 1. Create multiple deals: - Deal 1: Value 10000, Probability 50% - Deal 2: Value 5000, Probability 80% - Deal 3: Value 15000, Probability 30% 2. Calculate weighted value: - Deal 1: 10000 × 0.5 = 5000 - Deal 2: 5000 × 0.8 = 4000 - Deal 3: 15000 × 0.3 = 4500 3. Total forecast: 13500 4. Verify calculation matches system 5. Add closed won deals 6. Verify total includes closed deals

Expected Result: Forecasting calculations are accurate

Test Case 12: Bulk Deal Operations¶

Test: Verify bulk operations

Steps: 1. Create 10 test deals 2. Select multiple deals 3. Bulk assign to team member (owner) 4. Verify all deals assigned 5. Bulk update stage 6. Verify all deals updated 7. Bulk delete deals 8. Verify all deals deleted

Expected Result: Bulk operations work correctly

API Integration¶

Create Deal¶

Endpoint: POST /rest/v1/deals

Request:

{
 "organization_id": "org-uuid",
 "contact_id": "contact-uuid",
 "pipeline_id": "pipeline-uuid",
 "title": "New Deal",
 "stage": "lead",
 "value": 5000,
 "probability": 10
}

Update Deal Stage¶

Endpoint: PATCH /rest/v1/deals?id=eq.{deal_id}

Request:

{
 "stage": "qualified",
 "probability": 50,
 "value": 7500
}

List Deals¶

Endpoint: GET /rest/v1/deals?select=*,contacts(*),profiles!deals_owner_id_fkey(*)

Best Practices¶

Pipeline Design
Keep stages clear and distinct
Limit to 5-7 stages
Use consistent naming
Set appropriate probabilities
Deal Management
Update deals regularly
Keep values accurate
Set realistic probabilities
Add notes for context
Forecasting
Review pipeline weekly
Update probabilities regularly
Consider deal age
Factor in external factors
Organization
Use tags consistently
Assign deals promptly
Close lost deals
Archive old deals
Reporting
Track conversion rates
Monitor stage durations
Analyze win rates
Review pipeline health

Troubleshooting¶

Deals Not Moving¶

Issue: Cannot drag deals between stages

Solutions: - Check browser compatibility - Verify pipeline configuration - Refresh page - Check permissions

Incorrect Totals¶

Issue: Stage/value totals incorrect

Solutions: - Refresh page - Check filters - Verify deal data - Clear cache

Missing Deals¶

Issue: Deals not appearing

Solutions: - Check pipeline filter - Verify organization filter - Check date filters - Review permissions

Last Updated: January 2025

Deal Pipeline Management Feature¶

Overview¶

Features¶

1. Deal Pipeline Management¶

2. Deal Management¶

2. Pipeline Management¶

3. Kanban Board View¶

3. Deal Filtering¶

5. Deal Assignment¶

4. Deal Tracking¶

5. Deal Ownership Tracking¶

6. Deal Actions¶

7. Pipeline Analytics¶

8. Deal Cards¶

Use Cases¶

Use Case 1: Sales Team Managing Pipeline¶

Use Case 2: Sales Manager Pipeline Review¶

Use Case 3: Deal Forecasting¶

Use Case 4: Deal Conversion from Conversation¶

Test Cases¶

Test Case 1: Create Deal¶

Test Case 2: Move Deal Between Stages¶

Test Case 3: Update Deal Value¶

Test Case 4: Assign Deal¶

Test Case 5: Filter Deals¶

Test Case 6: Create Pipeline¶

Test Case 7: Deal from Contact¶

Test Case 8: Deal from Conversation¶

Test Case 9: Deal Tags¶

Test Case 10: Deal Probability¶

Test Case 11: Deal Value Forecasting¶

Test Case 12: Bulk Deal Operations¶

API Integration¶

Create Deal¶

Update Deal Stage¶

List Deals¶

Best Practices¶

Troubleshooting¶

Deals Not Moving¶

Incorrect Totals¶

Missing Deals¶

Related Documentation¶