Deals

A Deal is the opportunity: the object that comes into being as soon as a contact has turned into real interest. It is the third of the three core objects — Company → Lead → Deal — and the place where sales actually works.

The three core objects

Every number, every automation and every analysis hangs off these three objects. They are the common denominator all surfaces look at:

• Company — the target business: industry, size, location, detected buying signals.
• Lead — the person at that company. Carries the status from “new” to “meeting held”.
• Deal — the opportunity for a lead. At most one per lead.

A lead belongs to a company, a deal to a lead. There are no copies: a Table row references the real company or the real contact, not a duplicate.

Deals appear on their own

You transfer nothing by hand. A deal is created as soon as one of these happens:

• Positive reply — the reply agent detects interest and the deal appears in the “Interested” stage.
• Meeting booked — a calendar booking puts the deal straight into “Meeting booked” (or advances an existing one there).

So the moment outreach turns into business is always visible, regardless of which channel the reply came through.

The stages

The default stages follow the sales path and mirror the lead statuses one to one:

1. Interested — replied positively
2. Meeting requested — wants a conversation, no date yet
3. Meeting booked — on the calendar
4. Meeting held — the conversation happened
5. Won / Lost — closed
6. Disqualified — not a fit (a branch off, possible at any time)

Stages are customizable per workspace; the default set covers the normal case.

One status, two views

Move a card and the lead’s status moves with it — and conversely, a detected calendar booking sets the deal’s stage. Board and lead therefore always say the same thing; there is no second, diverging source of truth.

Disqualified and Lost require a reason. That is not a formality: those reasons become Learnings that sharpen future scoring — which companies shouldn’t be approached in the first place. A won deal feeds back the same way and shifts the ideal-customer profile toward what actually buys.

Relationship to the other surfaces

• Tables are the working surface before contact: research, score, enrich, generate copy, enroll.
• Sequences are the contact plan the lead experiences.
• Deals are what happens after a positive reply.

There is no separate lead list as a working surface and no dedicated pipeline screen: bulk work happens in tables, case-by-case work on the deal.