Deals
The Deals tool provides a CRM-style sales pipeline for tracking business opportunities from initial contact through to closed-won or closed-lost.
Features
Section titled “Features”- Pipeline view — kanban board of deals grouped by stage, with drag-and-drop stage progression
- Deal detail — full view with company, contact, value, timeline, notes, and history
- Stage management — configurable pipeline stages via templates
- Win/lose actions — mark deals as won or lost with outcome tracking
- Timeline — automatic history of stage changes, comments, and key events
- Notes — threaded notes with mentions, visibility controls, and rich text
- Company & contact linking — each deal links to a company and optional contact
Pipeline Stages
Section titled “Pipeline Stages”Deals move through pipeline stages defined by a pipeline template. The default stages are:
- Lead
- Qualified
- Proposal
- Negotiation
- Closed Won
- Closed Lost
Access Levels
Section titled “Access Levels”| Level | View | Update | Manage |
|---|---|---|---|
| Executive | all | all | all |
| Head | all | all | all |
| Manager | all | all | — |
| Lead | all | — | — |
| Employee | all | — | — |
- View: browse deals, companies, and contacts
- Update: create/edit deals, move stages, win/lose deals
- Manage: delete deals
Key Files
Section titled “Key Files”| File | Purpose |
|---|---|
src/routes/deals.tsx | Deals pipeline route |
src/routes/deals_.$dealId.tsx | Deal detail route |
src/components/deals/deals-pipeline.tsx | Pipeline kanban component |
src/components/deals/deal-detail.tsx | Deal detail component |
src/components/deals/deal-card.tsx | Deal card in pipeline |
src/components/deals/deal-form.tsx | Deal create/edit form |
src/components/deals/deal-timeline.tsx | Deal history timeline |
src/components/deals/deal-stage-badge.tsx | Stage badge component |
src/hooks/use-deals.ts | Query and mutation hooks |
worker/routes/deals.ts | API routes |