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Managing Deals

Deals are the core objects in your pipeline. Each deal represents a potential or active job, tracking it from first inquiry through completion and payment.

How Deals Are Created​

Automatically (most common): When the AI chatbot qualifies a lead through WhatsApp, a deal is created automatically with all captured details: contact name, job type, urgency, address, budget, source, and full conversation history.

Manually: Click + New Deal at the top of your pipeline. Fill in the contact name, job type, deal value, and any other relevant fields. Assign it to a pipeline stage.

Via import: Go to Settings, then Import to upload a CSV file of existing leads or deals. CustomerFlows maps your columns to deal fields during the import process.

Moving Deals Between Stages​

Drag and drop: In Kanban view, drag a deal card from one column to another.

Detail view: Open a deal, click the current stage name, and select the new stage from the dropdown.

Bulk move: In List view, select multiple deals using the checkboxes, then click Move to Stage and choose the destination.

When you move a deal to the Lost stage, you'll be prompted to select a reason. See Lost Reasons.

Editing Deal Details​

Click any deal card to open the detail view. From here you can:

  • Edit any field by clicking on it (contact name, job type, deal value, address, urgency, etc.)
  • Add notes in the activity feed (visible to all team members)
  • Reassign to a different team member
  • Change the pipeline (if using multiple pipelines on Growth or Scale)
  • View conversation history from the AI chatbot or manual messages
  • View source attribution showing which marketing channel produced this lead

All edits are logged in the activity feed with timestamps and the team member who made the change.

Deal Statuses​

StatusMeaning
ActiveDeal is in progress, somewhere in your pipeline stages
WonDeal reached the final stage (e.g., Paid). Revenue is recorded.
LostDeal did not close. Lost reason is logged.
ArchivedDeal removed from active view but data preserved

Searching and Filtering Deals​

Search: Use the search bar at the top of your pipeline to find deals by contact name, address, phone number, or job type.

Filters: Filter your pipeline by:

  • Stage
  • Source (Google Ads, WhatsApp, organic, referral, etc.)
  • Assigned team member
  • Date range (created date or last updated)
  • Deal value range
  • Urgency level
  • Custom field values

Filters persist per user until cleared.

Deleting Deals​

To delete a deal, open it in detail view and click Delete at the bottom. Deleted deals are permanently removed and cannot be recovered.

Recommendation: Instead of deleting, move unwanted deals to Lost with a reason code. This preserves the data for analysis. Only delete test deals or obvious duplicates.

FAQ​

Can I merge duplicate deals? Not yet. Duplicate merging is on our roadmap. For now, if you spot duplicates, archive the older one and keep the one with more complete information.

Can I move a deal between pipelines? Yes, if you have multiple pipelines (Growth or Scale tier). Open the deal, click the pipeline name, and select the destination pipeline. The deal moves to the first stage of the new pipeline.

Are there limits on how many deals I can have? No. All plans include unlimited deals. There is no cap on active, won, lost, or archived deals.

Need help? Email [email protected] or ask in r/CustomerFlows.