> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals & Pipeline

> Track your sales pipeline with a visual Kanban board. Drag deals through stages from Lead to Closed Won. Available on Real Estate plans.

## Overview

The Deals page gives you a visual pipeline to track sales opportunities. Drag deal cards through stages, link deals to contacts, and let your AI agents create deals automatically when they qualify leads during calls.

<Note>
  Deals & Pipeline is available on **Real Estate** plans. [Contact us](mailto:support@getsmartalex.com) to learn more.
</Note>

## Pipeline Stages

Your pipeline has seven stages:

| Stage              | Color  | Description                              |
| ------------------ | ------ | ---------------------------------------- |
| **Lead**           | Gray   | New opportunity, not yet qualified       |
| **Qualified**      | Blue   | Interest confirmed, ready to engage      |
| **Showing**        | Purple | Property viewings scheduled or completed |
| **Offer**          | Amber  | Offer submitted                          |
| **Under Contract** | Orange | Offer accepted, contracts in progress    |
| **Closed Won**     | Green  | Deal completed successfully              |
| **Closed Lost**    | Red    | Deal did not close                       |

Deals move left to right along the happy path, and any stage can drop to Closed Lost.

```mermaid theme={null}
flowchart LR
    L["Lead"] --> Q["Qualified"] --> S["Showing"] --> O["Offer"] --> U["Under Contract"] --> W["Closed Won"]
    L -.-> X["Closed Lost"]
    Q -.-> X
    S -.-> X
    O -.-> X
    U -.-> X
```

## Views

### Board View (Default)

A Kanban board with draggable deal cards:

* Each column represents a pipeline stage
* Cards show deal name, value, contact, and days in stage
* **Drag and drop** cards between columns to move deals through your pipeline
* Click **+ New** at the bottom of any column to create a deal in that stage

### List View

A table view with sortable columns:

* Deal name, contact, stage, value, days in stage, and source
* Click the stage dropdown to change a deal's stage inline
* Click any row to open deal details

Toggle between views using the icons in the top-right corner.

## Creating a Deal

1. Click **New** (top-right corner or bottom of any column)
2. Enter deal details:
   * **Deal name**, e.g. "123 Main St, Smith Family"
   * **Stage**, select the starting stage
   * **Deal value**, expected value (e.g. \$500,000)
3. Click **Create Deal**

The deal card appears in the selected stage column.

### AI-Created Deals

Your AI agents can automatically create deals when they qualify a lead during a call. These deals show an **"AI" badge** so you can see which opportunities were sourced by AI.

## Deal Details

Click any deal card to open the detail panel:

| Field                 | Description                                          |
| --------------------- | ---------------------------------------------------- |
| **Deal name**         | Name of the opportunity                              |
| **Stage**             | Current pipeline stage (editable dropdown)           |
| **Value**             | Deal value in your currency                          |
| **Contact**           | Linked contact with avatar                           |
| **Days in stage**     | How long the deal has been in the current stage      |
| **Commission earned** | Tracked for closed deals                             |
| **Close date**        | When the deal was closed                             |
| **AI touchpoint**     | Timestamp if AI created or interacted with this deal |
| **Created**           | When the deal was first created                      |
| **Last updated**      | Most recent change                                   |

## Managing Deals

| Action           | How                                                                |
| ---------------- | ------------------------------------------------------------------ |
| **Move stage**   | Drag the card (board view) or change the dropdown (list view)      |
| **Edit details** | Click the card to open the detail panel                            |
| **Search**       | Filter deals by name or contact using the search bar               |
| **View stats**   | Pipeline stats show total deals, total value, and closed-won count |

## Best Practices

* **Let AI create deals**, configure your agents to qualify leads and the pipeline fills automatically
* **Move deals promptly**, keeping stages current helps you forecast accurately
* **Use deal values**, track expected revenue across your pipeline
* **Review Closed Lost**, understand why deals didn't close to improve your process