What Are Deals?
Deals
•Apr 10, 2026A Deal in SalesKey is an active sales opportunity that your team is working to close. Unlike leads (which are early-stage and unqualified), deals represent real, qualified opportunities that are moving through your sales pipeline.
The Deal Pipeline
Every deal belongs to a Pipeline — a defined sequence of stages that reflects your sales process. As you work a deal, you move it from stage to stage until it is either Won or Lost.
A typical pipeline might look like:
Prospecting → Proposal Sent → Negotiation → Contract Review → Closed Won
Your administrator configures pipelines and their stages. You may have multiple pipelines (e.g., one for new business, one for renewals, one for upsells).
What Information Does a Deal Contain?
| Field | Description |
|---|---|
| Title | Name of the deal |
| Value | Expected deal amount |
| Currency | Deal currency (multi-currency supported) |
| Pipeline | Which sales process this deal follows |
| Stage | Current stage in the pipeline |
| Expected Close Date | Target date to close the deal |
| Source Channel | How this deal originated |
| Status | Overall deal status (Active, Inactive, Won, Lost) |
| Person | Associated individual contact(s) |
| Organization | Associated company |
| Assignee(s) | Team member(s) responsible |
| Labels | Tags for categorization |
| Custom Fields | Additional fields configured by your admin |
| Projects | Projects linked to this deal |
| Activities | All calls, meetings, emails, tasks related to the deal |
| Notes | Internal notes from your team |
| Emails | Email threads linked to this deal |
| Attachments | Files and documents |
| Change Log | Full history of all changes |
Deal Pipeline View vs. Table View
- Table View — Spreadsheet-style list of all deals, sortable and filterable. Good for bulk management.
- Pipeline View — Kanban-style board organized by stage. Good for visualizing where deals are in the process and dragging them between stages.
Getting Started with Deals
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