Structured deal records
Capture the account, primary contact, owner, source, pipeline, stage, amount, currency, probability, and expected close date on every deal.
CRM Feature
Deal Management That Keeps Every Opportunity Honest
Track each opportunity with its account, primary contact, owner, pipeline stage, amount, win probability, and expected close date — and keep a full history of every stage change through to Won or Lost.
Open, Won, Lost, and Cancelled statuses
Automatic stage history
Overdue close-date warnings
Deal metrics on the CRM dashboard
Open deal counts, pipeline value, weighted pipeline value, won revenue, and win rate are computed from deal records.
Overview
Every Opportunity, Fully Described and Fully Tracked
A deal in TenantSaaS CRM connects the records that matter to the sale: the company account, the primary contact, the owner on your team, the lead source, and the pipeline and stage the deal currently sits in. Each deal carries an amount with currency, a win probability from 0 to 100 percent, an expected close date, and an automatic reference code.
Deals hold an Open, Won, Lost, or Cancelled status. Marking a deal Lost requires a lost reason, and every stage movement is validated and recorded in the deal’s stage history — so you can always reconstruct how an opportunity progressed.
Capabilities
What Deals Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Validated stage movement
Stage changes are checked against the deal’s pipeline, update the probability from the stage, and adjust the deal status automatically.
Complete stage history
Every stage change is recorded on the deal, building an auditable timeline of how the opportunity progressed.
Win and loss tracking
Won stages stamp the win date and feed won revenue; Lost outcomes require a reason so post-mortems have real data.
Close-date discipline
Expected close dates highlight in red when an open deal is overdue, and filters surface deals closing this month.
Deal-level collaboration
Log activities, create tasks, and add notes directly on the deal alongside its stage history.
Record Management
Working with Deals Day to Day
- Create, view, edit, soft-delete, and restore deals with workspace-scoped access.
- Search deals by code or name, including workspace-wide global search.
- Filter by pipeline, stage, multiple statuses, owner, closing this month, overdue, and trashed records.
- Sort by amount, probability, expected close date, or status — overdue open deals are flagged in red.
- Organize deals with colored CRM tags and deal-specific custom fields.
- Automatic deal codes use a configurable prefix from CRM settings.
How It Works
The Deals Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Open the deal
Create a deal directly or during lead conversion, seeded with the lead’s estimated value and linked account and contact.
Place it in a pipeline stage
Choose an active pipeline and a stage within it; the stage’s probability becomes the deal’s starting probability.
Advance through stages
Move the deal from the deal record or the pipeline board. Each move is validated, recorded in history, and updates probability.
Win or lose with context
Moving to a Won stage marks revenue won with a timestamp; a Lost outcome requires a lost reason.
Notify and measure
Stage changes notify the deal owner, and dashboards recalculate pipeline value, weighted value, and win rate.
Dashboard & Analytics
How Deals Shows Up in CRM Analytics
These metrics and reports are part of the implemented CRM dashboard and reports pages.
- Open deal count, total pipeline value, and probability-weighted pipeline value.
- Won revenue, lost deal value, win rate, and average deal size for any date range.
- Deals closing in the next 14 days, plus the Pipeline by Stage report with per-stage counts and totals.
See the full picture on the CRM Dashboard and CRM Reports pages.
CRM analytics view
Metrics and charts from the implemented CRM dashboard.
Access Control
Who Can See and Manage Deals
Deals use owner-based visibility. Workspace owners, CRM managers, and team admins see every deal; other users see deals they own or created.
Deals are scoped to one workspace, and stage moves validate that the stage belongs to the same workspace and pipeline.
Role permissions govern viewing, creating, editing, deleting, and restoring deals.
A workspace setting can broaden deal visibility for all sales users.
FAQ
Deal & Opportunity Management FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
What information does a deal record hold?
Each deal stores its name, account, primary contact, owner, source, pipeline, stage, amount with currency, probability, expected close date, status, description, and — when lost — a lost reason.
Which deal statuses exist?
Deals are Open, Won, Lost, or Cancelled. Pipeline stages are typed Open, Won, or Lost, and moving a deal into a Won or Lost stage updates the deal status automatically.
Is deal stage history recorded?
Yes. Every stage change is written to the deal’s stage history, visible on the deal record as an auditable timeline.
What happens when a deal is lost?
Lost deals require a lost reason, the loss date is stamped, and lost deal value appears in dashboard metrics.
How are overdue deals surfaced?
Open deals past their expected close date show the date in red, and a dedicated “overdue” filter lists them all.
Does anyone get notified when a deal moves?
Yes. Stage changes notify the deal owner, and won or lost outcomes refresh the CRM dashboard metrics.
Can deals track probability-weighted value?
Yes. Each deal’s probability weights its amount in the dashboard’s weighted pipeline value metric.
Put Deal & Opportunity Management to Work
Start a free TenantSaaS workspace and manage deals alongside the rest of the CRM module.