> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Your Sales Pipeline

> Track deals through your CRM pipeline with drag-and-drop stages.

<h2>Overview</h2>
<p>Go to CRM → Pipeline.</p>
<h3>Highlights</h3>

<ul>
  <li>Deals are organized into columns by stage (Lead, Proposal, Negotiation, Won, Lost).</li>
  <li>Create a new deal by clicking New Deal or dragging the + button in any stage column.</li>
  <li>Enter the deal title, value, client, expected close date, and assign it to a team member.</li>
  <li>Move deals between stages by dragging the deal card horizontally.</li>

  <li>
    Click any deal card to open its detail panel and view activity timeline, linked tasks,
    documents, and stakeholders.
  </li>

  <li>When a deal reaches Won or Lost, AmDital records the outcome with optional loss reason.</li>
  <li>Won deals automatically prompt creating a linked project to deliver the work.</li>
</ul>


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