Deals
What it is
Deals is a sales board. A deal is one possible sale, such as "Website redesign for Ana, $1,500". Each deal is a card that you move from left to right through stages until it is won or lost.
It is reached from Deals in the navigation, and needs a plan that includes Deals. Admins and Agents can both work the board.
The problem it solves
Many sales begin as a chat: "How much is it?", "Can you send a quote?". If these are tracked only in people's heads or in a separate spreadsheet:
- interested customers are forgotten and never followed up;
- nobody knows how much money is likely to come in this month;
- you cannot tell which channel brings real buyers;
- when an agent is away, their open sales are invisible.
The Deals board keeps every opportunity visible, shows its value, and connects it to the conversation it came from.
How it works
Three words are used throughout:
- Pipeline. The whole path a sale takes, from first interest to the end. Most businesses need one. You can have several, for example one for retail and one for wholesale.
- Stage. One step on that path. The standard pipeline has New Lead, Qualified, Proposal, Negotiation, Won and Lost.
- Win chance. How likely a deal is to be won, as a percentage. Each stage has a default, and it grows as the deal moves forward.
You create a deal, give it a value, and drag it from stage to stage as the sale moves on. Threadline adds up the values for you.
Your first pipeline is created automatically the first time anyone opens Deals.
1. The board
Each column is a stage. Its header shows how many deals are in it and their total value. Drag a card to another column to move it. The totals update at once.
A column shows its first 100 deals and tells you when there are more.
The four cards at the top
| Card | What it means |
|---|---|
| Open pipeline | The total value of every deal still in play. |
| Weighted forecast | A realistic estimate of what you will win. Each open deal's value is multiplied by its win chance, so a 10,000 deal at 25% counts as 2,500. |
| Won this month | The value and number of deals won since the 1st of the month. |
| Win rate | Of the deals that ended in the last 90 days, the share that were won. |
Why the forecast is useful. "Open pipeline" is the most you could win. "Weighted forecast" is what you are likely to win, because it gives less weight to early deals that may not happen.
Filters
- Owner: see one person's deals.
- Source: see deals by the channel they came from.
- If you have more than one pipeline, switch between them at the top.
The four cards follow the filters you choose.
2. Creating a deal
Click New deal and fill in:
- Title (required), for example "Website redesign".
- Value: how much the sale is worth.
- Win chance: leave empty to use the stage's default.
- Expected close date: when you expect a decision.
- Owner: the team member responsible.
- Contact: the customer.
A new deal always starts in an open stage, never in Won or Lost.
Creating a deal from a conversation
In the Inbox, Create deal sits above the messages. The deal is linked to that customer automatically. The same strip shows that customer's recent deals, including ones from earlier conversations, so an agent can see the sales history without leaving the chat.
Deals can also be created automatically by an automation, for example when a lead form is completed.
3. Editing and moving a deal
- Open Edit from a card's menu to change its details.
- Drag the card to change its stage.
Moving a deal to a stage sets its win chance to that stage's default.
4. Winning and losing
- Won. Drag the card into Won, or choose Mark won from its menu.
- Lost. Drag it into Lost, or choose Mark lost. You are asked for a reason, which stays on the card.
Write a real reason, such as "Too expensive" or "Chose a competitor". Over time, these reasons show you why you lose sales.
Changed your mind? Drag the card back to an open stage, and the deal is reopened.
5. Pipelines and stages (Admins)
Click Pipeline settings (the gear button). You can:
- Rename a pipeline, change its currency, or make it the default.
- Add a pipeline.
- Delete a pipeline. The default pipeline cannot be deleted, and neither can one that still has deals.
- Add stages, rename them, and set each one's default win chance.
- Put the open stages in order with the arrows.
- Delete a stage that has no deals in it.
Rules that keep the board sensible:
- Every pipeline keeps at least one open stage, one Won stage and one Lost stage.
- Won and Lost always come last.
- Each pipeline has one currency, shown on all its deals.
6. Connecting deals to other tools
Deals send webhook events when one is created, changes stage, is won or is lost. Use them to copy deals into a CRM or to post wins in a team chat.
A deal changing stage can also start an automation, for example sending a thank-you message when a deal is won.
7. Follow-ups and activity history
What it is. A diary for each deal: a log of calls, meetings, messages and notes, plus a next follow-up date.
The problem it solves. Most deals are lost not because the customer said no, but because nobody called back. A log shows what was already said; a follow-up date makes sure the next step happens.
How to use it.
- Open the deal card's menu and choose History and follow-up.
- Under Next follow-up pick Tomorrow, In 3 days, Next week, or any date. Clear removes it.
- Log what happened: choose Note, Call, WhatsApp, Email or Meeting. For calls and other kinds, pick an outcome (for a call: Answered, No answer, Left voicemail, Wrong number), write what was said, and press Log call (or the matching button). The follow-up date above is saved with it.
- The History list under the form shows everything, newest first, with who and when.
On the board. A card shows Follow up
8. Lead scores: Hot, Warm and Cold
What it is. A score from 0 to 100 on every deal, with a band: Hot, Warm or Cold.
The problem it solves. With 100 open deals, which should you call first? The score ranks them by how promising they look.
How it is worked out. The score is the share of possible points a deal earned. Each signal has a weight you can change:
| Signal | What earns points |
|---|---|
| Has a phone number | The contact has a phone number. |
| Has an email address | The contact has an email. |
| Has replied | The contact has written back at least once. |
| Deal value | In proportion up to the "big deal" amount you set. |
| Came from a high-intent source | The deal began on a channel you tick (for example WhatsApp). |
| Search signals | For leads from the Lead finder: rating, reviews and a website. Ignored for other leads. |
By default Hot starts at 70 and Warm at 40; anything lower is Cold.
Using it.
- Each card and table row shows a chip such as Hot · 75.
- The All scores filter shows only Hot, Warm or Cold.
- Admins press the flame button, Lead scoring, to change the weights, the big-deal amount, the sources and the Hot and Warm lines. Save and rescore re-scores every deal in the background.
- A deal is scored when created and edited, and again whenever its contact writes back.
- Deals created before scoring existed show no chip until they are re-scored.
An automation can start when a lead becomes qualified (its score reaches Warm or Hot), for example to assign it to a salesperson.
9. Table view and search
Switch Board / Table at the top.
- The table lists all the pipeline's deals in pages of 10 to 100: title, contact, stage, value, score, follow-up (red when overdue), owner, with History and Edit buttons. Unlike the board, it has no limit of 100 cards per column.
- The search box finds a deal by its title or its contact's name, phone or email. It works in both views.
- The same owner, source, Due and score filters apply to both.
10. Deals from the Lead finder
Leads you add from the Lead finder can become deals in a stage you choose, scored from the start with their search signals.
Good to know
- A deal remembers which channel it came from. If the customer arrived through a WhatsApp link, that is recorded too, so you can see which advert produced real sales.
Common questions
Deals is missing from my menu. Your plan does not include Deals. See Plans & Billing.
I cannot delete a stage. Move its deals to another stage first.
Why did the win chance change when I moved the card? Each stage has a default win chance. Moving a deal applies it. You can set a different number in Edit.
Can an agent change the stages? No. Agents work the board. Only Admins change pipelines and stages.