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Track a deal in the pipeline

Create deals, move them across stages and forecast against quotas.

10 steps about 2 min captured 2026-10-17 Artra
1

Open "More → Pipeline" in the sidebar.

Step 1: Open "More → Pipeline" in the sidebar.
2

Click "New Deal".

Step 2: Click "New Deal".
3

Type a title.

Step 3: Type a title.
4

Enter the value. Probability fills in from the stage unless you override it.

Step 4: Enter the value. Probability fills in from the stage unless you override it.
5

Choose the stage.

Step 5: Choose the stage.
6

Note where it came from (optional), add a close date and notes.

Step 6: Note where it came from (optional), add a close date and notes.
7

Click "Save".

Step 7: Click "Save".
8

The deal appears in its stage column. Drag it to another column as it progresses.

Step 8: The deal appears in its stage column. Drag it to another column as it progresses.
9

Click the stage settings icon to rename stages or change their default probabilities.

Step 9: Click the stage settings icon to rename stages or change their default probabilities.
10

Click "Quotas" to set targets per rep; the Team → Forecast page tracks attainment.

Step 10: Click "Quotas" to set targets per rep; the Team → Forecast page tracks attainment.
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