Deals
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How deals connect to leads
Deals represent active opportunities and can stay connected to the lead or client relationship.
Quick answer
Use deals for active buyer or seller opportunities, then connect them to the related lead or contact so pipeline work keeps context.
A lead is a relationship. A deal is an active opportunity inside that relationship.
When to create a deal
Create a deal when there is a real buyer or seller opportunity to move through stages, deadlines, and next steps.
Why connection matters
Connecting a deal to the person keeps notes, follow-up, and pipeline context easier to understand.
Steps / Key takeaways
- Create deals for active opportunities.
- Connect the deal to the person when possible.
- Use stages to track pipeline progress.
Frequently asked questions
Should every lead have a deal?
No. Create a deal when the opportunity is active enough to track through a pipeline.
leads
deals
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