A deal is the working record for a potential booking or commercial agreement. It connects the people involved with the value, dates, messages and activities required to win it.
01
Create the deal
- Choose New deal from the pipeline.
- Add a clear title, contact or organization, value and owner.
- Select the correct pipeline and starting stage.
- Add stay, event or room-block details in the relevant custom fields.
02
Always schedule the next activity
A deal without a next activity is easy to lose. Add the next call, proposal deadline or follow-up while the conversation is still fresh.
03
Close with useful context
Mark confirmed business as won. When a deal is lost, select a reason and add a short note. Consistent lost reasons make future pipeline reviews far more useful.