## Overview

The ConversaLabs **CRM** organizes your sales opportunities into **pipelines** (funnels). Each
pipeline has **stages** (for example, Lead, Qualified, Proposal, Negotiation, Won, Lost), and each
opportunity is a **deal** that moves across stages on a **kanban** board.

A deal brings together everything that matters about the opportunity: title, value, current stage,
priority, owner, related contact and company, expected close date and the movement history. When a
deal is won or lost, you record the date and, optionally, the reason.

## Prerequisites

- The **CRM (pipelines)** module must be enabled for the account — it is usually on by default.
- The **CRM management** permission to create and move deals. Without it, you can only view.
- Contacts created so you can associate them with deals.

## Step by step

### Create a pipeline

1. Open the **CRM** from the sidebar.
2. Create a new pipeline. You can start from a ready-made **template** (by niche) or build from
   scratch.
3. Adjust the **stages**: name, order and close probability for each.

### Create and move deals

1. Inside the pipeline, create a **deal** with a title and, optionally, value and contact.
2. Set **priority**, **owner** and **expected close date**.
3. On the **kanban** board, **drag** the deal card across stages as it progresses.
4. When done, mark the deal as **Won** or **Lost**, providing the date and the reason.

## Settings & options

- **Stages**: each stage has a name, color and **probability** (the "Won" stage is 100% and "Lost"
  is 0%).
- **Pipeline templates**: a catalog of ready funnels by niche (B2B sales, real estate, e-commerce,
  post-sales, onboarding and more) to start quickly.
- **Deal fields**: title, value, currency, priority, owner, contact, company, team and expected close
  date.
- **Deal health**: the platform can compute a health indicator to flag stalled or at-risk deals.
- **Filters and saved views**: save combinations of pipeline, period and filters to reuse.

## Use cases

- Track a visual sales funnel, with each deal in its stage.
- Prioritize the portfolio by expected close date and deal health.
- Connect the customer's conversation directly to the corresponding deal.
- Measure conversion rates by stage and by pipeline in reports.

## Tips, limits & best practices

- Start with a simple pipeline; too many stages make the funnel hard to read.
- Keep stage **probability** realistic — it feeds revenue forecasts.
- Use the expected close date to prioritize and avoid forgotten deals.
- Always record the **loss reason** to learn from opportunities that did not close.

## Troubleshooting

- **I cannot move a deal**: confirm you have the CRM management permission.
- **I do not see the CRM**: the module may be disabled for the account — ask an administrator.
- **The forecast value is off**: review the stage probabilities and each deal's value.

## See also

- [Contacts and CRM overview](/hc/ajuda/articles/contacts-crm-overview-en)
- [Deals: notes, attachments, checklists, line items and automatic value](/hc/ajuda/articles/contacts-crm-crm-notas-anexos-checklists-line-items-valor-en)
- [Orders Registry in the CRM](/hc/ajuda/articles/contacts-crm-crm-orders-registry-en)
- [Companies and contact linking](/hc/ajuda/articles/contacts-crm-empresas-en)