Help Center

Deals Module

Deals help you track opportunities, projects, or workflows inside Additional Pipelines. Unlike the main Sales Pipeline, which tracks contacts, Additional Pipelines track deals that can be linked to contacts and, if enabled, companies.

Where Deals Live

Deals are created and managed inside Additional Pipelines.

1. From the left menu, click Pipelines.
2. Click Additional Pipelines.
3. Select a pipeline and click View pipeline.

Tip: You can switch between Kanban and Table views using the view icons in the top-right corner of the pipeline.

Create a Deal from an Additional Pipeline

1. Open an Additional Pipeline.
2. Click + Add a deal in the top-right corner, or click Add a deal inside a stage column.
3. Select the Stage.
4. (Optional) Select a Company.
5. (Optional) Select a Contact.
6. Enter the Deal name.
7. (Optional) Enter the Deal value.
8. (Optional) Add Notes.
9. Click Save.

Create a Deal from a Company

If the deal is tied to a specific company, you can create it directly from the company record.

1. Open the Company.
2. Click Actions in the top-right corner.
3. Select Add deal.
4. Fill in the deal fields, such as stage, contact, deal name, value, and notes.
5. Click Save.

Tip: Creating a deal from a company helps keep B2B activity organized around that company.

Move a Deal Through Stages

In Kanban view, you can move a deal by dragging the deal card into another stage column.

Open a Deal

Click a deal to open the Deal Details page. At the top of the page, you will see key information such as:

• Deal name
• Value
• Stage
• Company (if selected)
• Created and Updated dates
• Estimated close and Closed dates
• Owners

Add More Contacts to a Deal

A deal can include more than one contact.

1. Open the deal.
2. Go to the Contacts tab.
3. Click Add contact.
4. Select the contact and save.

You can also use Actions → Add contact from the top-right corner of the deal page.

Edit a Deal

1. Open the deal.
2. Click Actions in the top-right corner.
3. Select Edit.
4. Update fields such as:
   • Deal name
   • Value
   • Stage
   • Company
   • Estimated close date
   • Closed date
   • Description
   • Owners (you can add more than one)
5. Click Save.

Change the Company on a Deal

You can add, change, or remove the Company linked to a deal after the deal has been created. This is useful if the deal was created quickly without a company selected, or if the linked company needs to be updated later.

You can do this from:

• The Deal Details page using Actions → Edit
• The Deals tab on a company record by editing the deal from the list

Add or change the company

1. Open the deal.
2. Click Actions → Edit.
3. In the Company field, type at least 2 characters to search.
4. Select the company you want to link.
5. Click Save.

Remove the company

1. Open the deal.
2. Click Actions → Edit.
3. Clear the current company from the Company field.
4. Click Save.

Tip: Company search results appear after typing at least 2 characters.

View Deal Activity

The deal details page includes tabs to help you review activity related to the deal’s contacts. These may include:

• Appointments — meetings connected to deal contacts
• Tasks — tasks connected to deal contacts
• Custom Fields — extra fields used by your team

Delete a Deal

1. Open the deal.
2. Click Actions in the top-right corner.
3. Select Delete.
4. Confirm the deletion.

Important: Deleting a deal removes the deal record, but it does not delete the related contacts or company.

Best Practices

• Use deals in Additional Pipelines when you need to track opportunities or workflows beyond the main Sales Pipeline.
• Link deals to a company when you want B2B opportunities organized around an account.
• Add multiple contacts when more than one person is involved in the deal.
• Keep the stage updated so the pipeline reflects the current status of each deal.
• Review estimated close and closed dates regularly for more accurate reporting.

Frequently Asked Questions

Can a deal be linked to a company?

Yes. You can link a company when creating the deal, or add, change, or remove the company later by editing the deal.

Can a deal have more than one contact?

Yes. Open the deal and use the Contacts tab or Actions → Add contact to add more contacts.

Can I move a deal to another stage?

Yes. In Kanban view, drag the deal card into another stage column. You can also update the stage by editing the deal.

Can I edit a deal after it is created?

Yes. Open the deal, click Actions, select Edit, make your changes, and save.

Does deleting a deal delete the company or contacts linked to it?

No. Deleting a deal removes only the deal record. The related contacts and company remain in LeadCenter.

Need Help?

If you have questions about pipelines or deals, contact support@leadcenter.ai.