## Overview

A **deal** in the ConversaLabs 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** — the lines of a quote (product, quantity, price and discount).
- **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.
- **CRM management** permission to edit 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

1. Open the deal in the CRM.
2. In the deal panel, add a **note** with the context of the conversation or decision.
3. Attach relevant **files** to the deal to keep everything in one place.

### Create a checklist

1. In the deal, open the **checklist** section.
2. Add the items that must be completed (e.g., send proposal, schedule meeting).
3. Check each item as you go; the platform shows the completed total.

### Build the quote with line items

1. In the **line items** section, add a product (from the catalog) or a one-off item.
2. Set **quantity**, **unit price** and, if needed, a **discount** (fixed amount or percentage).
3. The platform computes the **total of each line** and adds it all into the **deal value**.
4. 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**.
- **Per-line discount**: each item accepts a **fixed** discount (direct deduction) or a **percentage** (on
  the line subtotal). A line total is never negative.
- **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).

## Use cases

- Build a proposal inside the deal itself, with products, quantities and discounts.
- 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.

## See also

- [CRM: pipelines, kanban and deals](/hc/ajuda/articles/contacts-crm-crm-pipelines-kanban-negocios-en)
- [Orders Registry in the CRM](/hc/ajuda/articles/contacts-crm-crm-orders-registry-en)
- [Companies and linking to contacts](/hc/ajuda/articles/contacts-crm-empresas-en)
- [Contacts and CRM overview](/hc/ajuda/articles/contacts-crm-overview-en)