7. Sales

Module: Sales

The pipeline is the part of a CRM everyone expects. If you do not sell anything, switch this module off and skip the chapter — the product works completely without it.

7.1 Pipelines and stages

A pipeline is a set of ordered stages. A default one is created for you the first time you need it, and presets seed stages that match your work.

Stages have a name, a colour, and two optional flags: won and lost. Those flags are not cosmetic. When a deal lands on a stage flagged won, the product emits deal.won, and everything listening — automations, webhooks, scoring — reacts. Flag your stages correctly or half the product will not know when you have sold something.

Pipeline → Settings to add, rename, recolour and reorder.

The word "deal" is a default, not a requirement. A recruiter's pipeline holds applications, a fundraiser's holds asks, a consultant's holds proposals. Rename it in your terminology settings and the whole interface follows.

7.2 Deals

A deal has a value, a stage, and links to a contact and a company. Move it between stages as it progresses.

Every move emits deal.stage_changed. Landing on a won or lost stage additionally emits deal.won or deal.lost.

One current limitation, stated plainly: deal events do not yet carry the contact id in their payload. In practice this means automations triggered by a deal event cannot perform actions that need to know which person — tagging the contact, for instance — and score deltas on deal events do not land on anybody. Automations that notify, or that act on the deal itself, work fine. This is a known gap, documented in the engineering record rather than hidden.

7.3 Quotes

Module: Sales

A quote is the step before the invoice: a priced proposal the client can accept or decline themselves.

1. Build the quote with line items against a contact
2. It gets a number of its own, allocated without gaps
3. The client opens a public link — no account, no login — and clicks accept or decline
4. That decision emits quote.accepted or quote.declined
5. An accepted quote converts into an invoice without retyping anything

The public accept link is the point. Chasing a signature by email is where proposals go to die; a link that takes one click closes the gap between "they said yes" and "it is recorded as yes".

7.4 Reports

Reports → Sales reads live from your deals: what is in the pipeline, per stage, over time. It answers "how much is coming and where is it stuck" without exporting anything.

The report only appears when the Sales module is on.