Deals
This page shows you how to manage deals — qualified opportunities you’re working to close.
Create a deal
Section titled “Create a deal”A deal usually starts as a lead you Convert to Deal. You can also create one directly:
- Open the Deals screen.
- Click + Create (top right).
- Set the organization, deal value, and status.
- Save.
Work the deal
Section titled “Work the deal”Inside a deal you can:
- Link multiple contacts — unlike a lead, a deal can involve several people (the lead’s contact becomes the primary one automatically).
- Add products — use the Products table to list what you’re selling, with quantities, rates, and discounts.
- Forecast — set an expected close date and probability to see what’s likely to land (when enabled).
- Track everything — emails, calls, tasks, and notes all live on the deal’s activity center.
Move it through the pipeline
Section titled “Move it through the pipeline”As the deal progresses, update its status to move it along your pipeline. Use the Kanban view to drag deals between stages and see the whole pipeline at a glance, or the list view to filter and sort.
Win the deal
Section titled “Win the deal”When a deal is Won, Zinye CRM can hand it straight to Zinye ERP — creating the customer and a quotation automatically, so finance picks up exactly where sales left off. See Works with Zinye ERP.