Work your deal pipeline

Pipeline board

CRM → Deals (or Pipeline) shows open deals as cards across stages — for example Prospecting, Qualification, Proposal, Negotiation, Closed Won/Lost.

Move deals

Drag a card to update stage. Probability and weighted forecast update from stage weights.

Deal detail

Open a deal for value, expected close date, contacts, activity timeline, notes, and related invoices.

Win or lose

Move to a closed-won or closed-lost stage. Optionally create an invoice when you win.

AI assistance

Ask Amuix AI to create a deal, move it to a stage, or attach a follow-up task — always confirm the stage names match your board.