In a nutshell: A Deal is a sales opportunity attached to a Contact — a prospect or member you’re trying to close on a membership, a class pack, or another sale. Each deal moves through stages in your pipeline and carries a value, a win probability, and an expected close date so you can forecast revenue and stay on top of follow-ups.Documentation Index
Fetch the complete documentation index at: https://docs.1club.ai/llms.txt
Use this file to discover all available pages before exploring further.
Deals, Pipeline, and Promotions
It’s easy to mix these up — they’re three different things:- Deals (this page) are CRM opportunities. Each deal belongs to one contact and has a value, stage and owner.
- Pipeline is the Kanban view of those same deals, grouped by stage. Deals and Pipeline are two views of the same underlying records.
- Promotions are vouchers and discount codes you offer to members. They are unrelated to deals — if you’re looking for “promo codes” or “discounts,” that’s the page you want.
What’s on a deal
- Name — short label for the opportunity.
- Contact — the prospect or member this deal is for. Required.
- Stage — current position in the pipeline (e.g. New, Qualified, Proposal, Won, Lost). Required.
- Value — the monetary size of the opportunity.
- Probability — chance of winning, 0–100%. Populated from the stage’s default but can be overridden per deal.
- Expected close date — when you think it will close.
- Source — where the lead came from (referral, walk-in, web, campaign, etc.).
- Owner — the team member who’s responsible for working the deal.
- Notes — free-form context.
- Custom fields — any extra fields you’ve configured (see Configuring deals).
- Last activity — automatically updated when the deal is edited or moved.
Creating a deal
- Go to Marketing → Deals and click Add — or open a Contact’s profile and add a deal from there.
- Choose the contact and the starting stage (required).
- Fill in value, probability, expected close date, source, owner and notes as needed.
- Save.
Working the pipeline
Use Marketing → Pipeline for the Kanban board view. Drag a deal card from one column to another to change its stage; the deal’s probability auto-updates to the new stage’s default. You can also change the stage from the deal’s edit dialog. The Deals page gives you the same data as a sortable, filterable table — handy for bulk review and exports.Closing won or lost
Stages have a type: Open, Won, or Lost. When you move a deal:- To a Won stage — the deal closes as won. Its value counts toward your won-deal totals.
- To a Lost stage — you must provide a Close lost reason before the move is accepted. The reason is stored on the deal for reporting.
Configuring deals
Pipeline configuration lives under Settings → Deals:- Stages — define the columns on your pipeline board. For each stage set name, colour, sort order, type (Open / Won / Lost) and a default probability.
- Sources — the list of lead sources you’ll choose from when creating deals (e.g. Referral, Walk-in, Website, Campaign).
- Custom fields — add structured fields specific to your sales process. Each field has a name, label, type, optional placeholder and default, and a required flag.
Assignment and follow-up
Assign each deal an owner so it’s clear who is responsible. The last activity timestamp updates whenever the deal is edited or moved, making it easy to spot deals that have gone quiet. Use filters on the Deals table to find unassigned deals or deals with no recent activity, and combine with Tasks for explicit follow-up reminders.Reporting
The Pipeline and Deals views surface:- Total pipeline value (sum of open deal values).
- Weighted pipeline (value × probability).
- Win rate and average probability.
- Breakdowns by source and by owner.
- Deals won and lost in the current period.
Related
- Pipeline — Kanban board for the same deal records.
- Contacts — every deal is attached to a contact.
- Tasks — track follow-up actions linked to a deal or contact.
- Promotions — vouchers and discount codes (a different feature; not to be confused with deals).