Deals
On this page
A deal is one chance to sell something to one customer: a wholesale order, a custom piece, a large repeat order. It has a value, an owner, a stage and an expected close date, and it keeps a history of everything that happened.
Add a deal#
- Open CRMPipeline and click New deal, or click + at the top of a stage column.
- Pick the Customer. To add someone new, type their name and choose Add customer. If the customer already has open deals, Kartlo shows them so you do not open a second one by mistake.
- Optionally pick a Company for a business sale.
- Fill in the Deal title, Value, Pipeline, Stage, Expected close, Owner, Assignee, Source, Odds (%) and Tags. Your custom fields show under More details.
- Click Save deal.
The value is in your store currency. Fields marked as required by your settings must be filled in before you can save.
Board and table#
Switch between Board and Table at the top of the Pipeline tab. Kartlo remembers your choice.
- Board: one column per stage. Drag a card to another column to move the deal. Each card shows the title, customer, value, owner, the next activity date (red when overdue), a stale badge and quick Call, WhatsApp and Email buttons.
- Table: one row per deal. Click a row to open it, tick rows to assign, move, tag, archive or delete many deals at once, and choose which columns to show.
Filters and saved views#
Click Filters to narrow the list by status (open, won, lost), owner, next step (overdue, due today, due this week, no next step), score (hot, warm, cold), date added, stale only, source, tag or value, or to show archived deals. To keep a set of filters, open Views, give it a name and click Save. Saved views are yours only.
The deal page#
Open a deal to see everything about it:
| Part | What it shows |
|---|---|
| Stage bar | Every stage of the pipeline. Click a stage to move the deal there. The Won and Lost buttons next to it close the deal. |
| Details | Value, weighted value, score, expected close, owner, assignee, source, tags, custom fields and how long it has been in this stage. |
| Customer and orders | Lifetime value, past orders, open carts, returns and store credit, straight from your store. |
| Quotes and orders | Quotes made from this deal and the orders they became. |
| Pre-call brief | An AI summary of the customer and deal with risks and a next step. See Lead scoring and AI. |
| Activities | What is planned next and what was done. |
| Timeline | Notes from your team and every stage, owner and value change, with who made it and when. |
The buttons on the deal let you call, open WhatsApp, email, Log activity, Write email with AI, Create quote or Send payment link without leaving the deal.
Win or lose a deal#
Click Won or Lost at the top of the deal. Lost asks Why was this deal lost?. The reason is optional, but it helps you spot patterns later.
If you send a payment link, you do not need to click Won: the deal moves to Won when the customer pays. See Quotes and payment links.
Owner and assignee#
The owner is responsible for the deal. The assignee is someone helping on it, for example the person preparing a sample. Both see the deal and get its reminders. Giving a deal to someone else needs the team permission; see CRM permissions.