A deal is one specific job you're chasing — a scope of work, an RFP, a quote opportunity. Click any card on the board (or any row in List view) to open its detail page. Everything you do on a deal — log a call, add a note, build a quote, set a task — happens here.
How the page is laid out
On a desktop browser the page is three columns. On a phone, they stack so the work area comes first.
- Left rail — deal info. Title, value, currency, stage, owner, expected close date, description, custom fields. Click any value to edit; press Enter or click out to save.
- Middle — activity feed. The activity logger sits at the top (Note · Call · Meeting · Task · File). Below it is the chronological timeline of everything that's ever happened on the deal — your notes, your teammates' calls, stage changes, emails, file uploads.
- Right rail — associations. The contact + company linked to this deal, any estimates you've built or sent, open tasks, and the change history (which field changed when, by whom).
How it connects to everything else
Deals are the hub. They link to people (contacts), to organisations (companies), and to documents (estimates) — and a single deal usually has all three.
- Primary contact — the person you're actually dealing with on this job. Pickable from your existing contacts or create a new one inline. Their company auto-fills as the deal's company.
- Company — the customer organisation. If the customer is on the CrewFinder directory, you can pull their listing in directly so address, website, sectors, and a directory link come pre-filled.
- Estimates — quotes you build or upload PDFs of. Each estimate is attached to one deal. Send, accept, decline all happen on the estimate detail page; the deal timeline shows headlines.
- Tasks — “call back Friday”, “send revised scope”. Tasks belong to a deal but also show up on the workspace-wide Tasks tab so you don't lose them.
- Activities — notes, calls, meetings, files. Logged on a deal, surface on the contact's timeline too.
Working the deal
Log what just happened
Use the activity logger at the top of the middle column. Pick Note, Call, Meeting, Task, or File. Most teams log every customer touch so the next person picking up this deal has full context.
Set the next step
Add a task with a due date — “call back Friday”, “email the revised scope”. It appears on your Tasks tab, on the deal, and on the contact.
Build a quote when you're ready
From the right rail, click "+ Estimate". Build line by line, or upload a PDF you already produced. See <a href="/help/two-ways-to-quote" class="text-orange-600 hover:underline">Two ways to quote</a>.
Move the stage as the deal progresses
Edit Stage on the left rail, or drag the card on the board. We log the stage change automatically and (for Won / Lost stages) set the deal's close date to today.
Pin the most important note
Long-running deals fill up the timeline fast. Pin the one note that summarises the scope or the gotcha so it stays at the top.
What's automatic, what's manual
- Automatic — stage changes, close-date updates on Won/Lost, last-activity timestamps, audit log of every field edit.
- Manual — notes, tasks, calls, files. We don't auto-log anything you didn't do. (Email is the exception: with mailbox sync on, emails to/from a linked contact appear on the deal too.)
Custom fields go on the left rail
If you need to track something we don't ship — RFP number, AFE, site supervisor name — add a custom field on the deal entity in Settings → Custom fields. It appears in the left rail of every deal and on the New deal form. See Custom fields.
Deleting a deal
From the deal detail page, the Delete action is in the overflow menu (⋯) at the top right. Soft delete — we keep the record for 90 days so it's recoverable. Linked contacts, companies, and estimates are not touched; they stay in your workspace.
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Creating a job you're chasing (a “deal”)
How to add a deal to your sales board, what to put in it, and what happens after you save.
Working your sales board
Drag deals between stages, switch between board and list view, and see your pipeline on a map.
Logging what happened — notes, calls, meetings, files
How to record everything that happens on a deal, contact, or company so nothing falls through the cracks.
Two ways to quote — built quotes vs uploaded PDFs
Pick the quote style that fits the job. Build line by line for clean repeatable work, or upload a PDF you've already prepared in your own template.
Tasks and to-dos
Set follow-up tasks against deals, contacts, or companies. The Tasks page shows everything you owe and everything your teammates owe.
Custom fields — when to use them and how
Track information that doesn't fit our default fields — PO numbers, sites, certifications, prevailing-wage flags, anything specific to your business.