{"id":712,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-deals\/"},"modified":"2026-10-12T15:08:15","modified_gmt":"2026-10-12T20:08:15","slug":"crm-deals","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-deals\/","title":{"rendered":"Track deals on the pipeline board"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Deals shows your opportunities on a board, one column per stage, with the count and total value in each. Each card shows the contact, the value, the next task and how many days it has been in that stage.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Deals<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>The first time, press <strong>Create my pipeline<\/strong>. RealDialer sets up a listing pipeline: New lead, Contacted, Appointment set, Listing appointment, Agreement signed, Under contract, Closed and Lost.<\/li>\n<li>Press <strong>New deal<\/strong>, find the contact, and add a name, value and expected close date. Pick a starting stage if you want.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-deals-1.webp?v=1791835694\" alt=\"In CRM &gt; Deals, press New deal\" width=\"1440\" loading=\"lazy\" \/><figcaption>In CRM &gt; Deals, press New deal<\/figcaption><\/figure>\n<\/li>\n<li>Press <strong>Create deal<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-deals-2.webp?v=1791835694\" alt=\"Find the contact, add a value, then Create deal\" width=\"1440\" loading=\"lazy\" \/><figcaption>Find the contact, add a value, then Create deal<\/figcaption><\/figure>\n<\/li>\n<li>To change a stage, drag the card to another column, or press <strong>Move<\/strong> on the card and pick a stage.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-deals-3.webp?v=1791835695\" alt=\"Press Move on a card and pick a stage\" width=\"1440\" loading=\"lazy\" \/><figcaption>Press Move on a card and pick a stage<\/figcaption><\/figure>\n<\/li>\n<li>Use the filters at the top to switch pipeline, show open, won or lost deals, or see one person&#8217;s deals.<\/li>\n<li>Click a card to open the contact.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>You can also open a deal from a contact record with the <strong>Deal<\/strong> button or the Deals tab.<\/li>\n<li>On a contact record, an open deal shows a stage track you can click to move it.<\/li>\n<li>The board shows the first 100 deals. Narrow by owner or status to see the rest.<\/li>\n<li>Deleted deals go to the Recycle Bin for 30 days.<\/li>\n<li>Automations can start when a deal is created, moves stage, is won or is lost.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Deals shows your opportunities on a board, one column per stage, with the count and total value in each. Each card shows the contact, the value, the next task and how many days it has been in that stage.<\/p>\n","protected":false},"featured_media":1936,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/deals","_rd_doc_source_id":"crm-deals","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Deals shows your opportunities on a board, one column per stage, with the count and total value in each. Each card shows the contact, the value, the next task and how many days it has been in that stage.","footnotes":""},"rd_doc_category":[19],"class_list":["post-712","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/712\/revisions"}],"predecessor-version":[{"id":1939,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/712\/revisions\/1939"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1936"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=712"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}