Overview
Go to CRM → Pipeline.
Highlights
- Deals are organized into columns by stage (Lead, Proposal, Negotiation, Won, Lost).
- Create a new deal by clicking New Deal or dragging the + button in any stage column.
- Enter the deal title, value, client, expected close date, and assign it to a team member.
- Move deals between stages by dragging the deal card horizontally.
- Click any deal card to open its detail panel and view activity timeline, linked tasks, documents, and stakeholders.
- When a deal reaches Won or Lost, AmDital records the outcome with optional loss reason.
- Won deals automatically prompt creating a linked project to deliver the work.