Overview
A deal in the Conversa Labs CRM is much more than a title and a stage. Each deal brings together the elements that tell the full story of the opportunity:
- Notes — internal team records about progress.
- Attachments — related files (proposals, contracts, receipts).
- Checklists — tasks to complete, with a done/total counter.
- Line items — catalog products and quantities, with the price captured when the line is added.
- Value — the deal amount, which can be automatic (summed from line items) or manual (typed by you).
When you add line items, the platform calculates the deal value automatically by summing each line total. This turns the deal into a small, consistent quote.
Prerequisites
- The CRM (pipelines) module enabled and a deal already created.
- Permission to edit CRM records to change notes, attachments, checklists, items and value.
- To pull items from the catalog, the Catalog module with products in place.
Step by step
Add notes and attachments
- Open the deal in the CRM.
- In the workspace, select Add note. The composer stays available in both History and Saved notes, without creating a second draft.
- Write the context of the conversation or decision and select Save. With focus in the editor,
you can also use
⌘/Ctrl + Enter. - Use History to follow deal changes and filter by stage, agents, links, notes or edits. Use Saved notes to review, edit, delete or load older notes.
- Before deleting a note, confirm carefully: deletion is permanent and cannot be undone.
- Attach relevant files to the deal to keep everything in one place.
The active tab and filter are kept in the page address. Reloading or sharing the link opens the workspace in the same context.
Create a checklist
- In the deal, open the checklist section.
- Add the items that must be completed (e.g., send proposal, schedule meeting).
- Check each item as you go; the platform shows the completed total.
Build the quote with line items
- In the line items section, select an available catalog product.
- Set the quantity and add the line. The unit price is captured from the catalog.
- The platform computes the total of each line and adds it all into the deal value.
- To return to a manual value, remove the line items.
Settings & options
- Automatic vs manual value: if any line item exists, the value becomes automatic (sum of the lines). With no line items, you set the value manually.
- Editing the quote: on this screen, the product and price come from the catalog; to correct a line, remove it and add it again with the desired product and quantity.
- Single currency per deal: all lines use the deal's currency; the first line sets the currency.
- Catalog snapshot: when you add a catalog item, the name and price are frozen at that moment — editing the product in the catalog later does not change a quote you already built.
- Counters: the deal shows counts of notes, attachments and checklist items (done/total).
- Per-deal draft: switching between History and Saved notes preserves the text; navigating to another deal uses a separate draft so content cannot be recorded in the wrong place.
- History in the account timezone: history dates and day groups follow the timezone configured for the account.
Use cases
- Build a proposal inside the deal itself, with catalog products and quantities.
- Track a qualification checklist before advancing the stage.
- Keep the PDF proposal and receipts as attachments on the deal.
- Keep the pipeline value consistent with the customer's real quote.
Tips, limits & best practices
- Prefer line items for quotes: the value stays correct and auditable.
- Since the catalog item is a snapshot, update prices in the catalog before building new quotes.
- Use notes for internal history and attachments for documents — don't mix the two.
- Keep the checklist lean and actionable; it guides progress through the stages.
Troubleshooting
- The value doesn't sum the items: check that line items exist; with none, the value is manual.
- I can't change the currency: the currency is single per deal and set by the first line — remove the lines to reset it.
- The price differs from the catalog: the item keeps the price from the moment it was added (snapshot).
- I don't see line items: confirm the Catalog module is enabled and has products.
- I can't find an older note: open Saved notes and use Load more notes until you reach the record you need.
- History is empty after applying a filter: select Clear filter; the loaded pages may not contain matching events.
- A note was not saved: keep the editor open and try again. The draft remains with the deal while the page is open.