The Deals Pipeline is designed as your new hub for managing leads and prospects, giving you a clear, visual overview of where each opportunity stands—right up to a win or loss. Whether it’s new prospects that submitted a form on your website or capturing key information for qualifying leads, this view simplifies the entire process.
Use the Deals Pipeline to manage everything from brand-new leads through to new offerings for existing clients, it’s designed to help you and your team stay focused, organized, and ultimately close more deals.
🚀 Deals is an add-on feature available for $49 per month. For more details, see the pricing and subscription page.
Let's explore the Deals Pipeline!
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Overview of Deals
All deals need to have a client assigned to them. There are three ways to assign a client:
Create a new client while creating a deal manually (via the Deals tab → New Deal)
Assign an existing client to a deal (via the Deals tab → New Deal → enable Existing client toggle)
Send a form to collect client details (via the Templates tab → click a specific template → Share via link)
Click into a deal to get an overview of the deal. In the detailed view, you can:
Change the deal stage
Add an estimated Deal Value
Assign a priority level (High, Medium or Low)
View your client’s details
Mark the deal as lost/won (this also happens automatically via linked proposal status changes to Lost or Accepted)
Add and view internal notes, and tag teammates to collaborate on the deal
Create a new proposal or link an existing one
Send a form
View the change log and history of the deal
Creating and linking proposals to a deal
To create a new proposal, simply click the three dots → Create proposal.
Or, if you are in a specific deal, select Attach proposal to choose from a proposal template or a new proposal.
Send a form from a deal
To send a form from the Deals tab, click the three dots → Send form. Or, if you are in a specific deal click More actions → Send form.
This will make the forms slider appear where you can select a form to send it to the client.
You can also customize the email subject and message that will be sent to your client.
If you wish to send the form via a URL link, you can navigate to the top right of the page → click the drop down → Share via link and send it to your client your own way.
Customization and collaboration
Make your sales process your own - customize pipeline stages, set deal inactivity timeframes, and define win probability for better forecasting.
Customize your pipeline stages
Rename, reorder, remove, or add new stages as needed. Four stages (New, Qualifying, Negotiating & Closed) come pre-set to give you a head start.
To add a stage, click Stage settings → Add stage.
To rename a stage, click into the heading and edit as needed.
To reorder the stage, drag and drop the stages to fit your process.
Add deal value for open deal value
Entering deal values enables you to forecast revenue, track momentum, and use the Deals board as a powerful, strategic dashboard.
The Open deal value header displays the total value of all open deals. To manually add an estimated value of a deal before a proposal exists, open the deal → populate the Deal value field.
Once a proposal is added to a deal, the proposal value is used to calculate revenue and forecasted revenue.
Set deal inactivity timeframes
Set inactivity timeframes for each stage to be flagged when a deal hasn't moved in a certain period of time. The default setting is 7 days to keep your funnel fresh.
To adjust the deal inactivity for each stage, click Stage settings
Under each heading, adjust the number of days in the Deal inactivity section.
Define win probability per stage
Forecasting revenue in Deals helps you work smarter and make more strategic decisions. Set a likelihood of winning deals per stage to assist with revenue forecasting.
To adjust the deal win likelihood for each stage, click Stage settings
Under each heading, adjust the percentage in the Win Likelihood section.
Forms in the Deals Pipeline
Forms can be sent and results reviewed directly in the Deals Pipeline. If a form has been sent to a lead, you'll see a paperclip icon.
Click the paperclip to view the form responses. The number beside the icon will indicate how many Forms have been sent to the lead.
Collaboration
Assign deals owner, add and edit internal notes to keep track of deal progress, and tag team members for seamless collaboration.
Plus, get a full audit history of deal stages so you and your team always have visibility on where things are at.
Using Zapier with the Deals Pipeline
Set up an action in Zapier to create a new deal in Ignition from a form submission. For example:
