Open CRM > Deals to follow every sale from first contact to won. Choose Board to see one column per stage, or Table to see one row per deal. Your choice is remembered in this browser.

You need the View CRM and View deals role settings to open this page. Adding, editing, moving and deleting deals needs the Edit deals role setting. Deals are included from the Starter plan. On the Free plan the page shows an upgrade card instead.

When you move a deal to a Lost stage, a window asks Mark this deal as lost?. Choose a Reason and add an optional note of up to 500 characters. The reason is required when your account has lost reasons. Add or change them in Settings > CRM > Pipelines.

The table shows Deal, Stage, Value, Probability, Expected close, Owner and Updated. Click the headings Value, Expected close or Updated to sort. Select a row to open the deal. The row icons edit or delete the deal. Deleting asks for confirmation and cannot be undone. Orders, people and companies stay where they are.

With the table you can also filter by status (All, Open, Won, Lost), stage and tags.

The view, pipeline and filters are kept in the page address, so a refresh or a shared link shows the same screen.

Select Forecast to open the forecast panel. It shows open deals by expected close month, weighted by probability, for the next 3, 6 or 12 months. A bar chart and a table list the Deals, Value and Weighted amounts per month, plus rows for Other dates and Unscheduled deals. Below it, each owner row shows Won this month, Target, Progress and Open weighted. The owner filter applies to the forecast. Use the arrow to hide the panel.

The forecast is included from the Team plan. On other plans the Forecast button has a lock and opens an upgrade card. Targets are set in Settings > CRM > Pipelines.

In the editor the pipeline and stage cannot be changed. Move the deal on the board or on its page instead.

On an order in the activity of a person, select the Create deal icon. QrX creates a deal named after the order, with the order value, the person as main contact and their company, in the first open stage of the default pipeline, and opens it. An order can belong to one deal only. If the order has not reached the CRM yet, you get a message and can try again later. On a person or a company page, the Deals block lists the open deals and has a Create deal button that starts a deal for that record.

Each deal can carry a Quantity and a Unit, such as 50 pallets. The quantity shows on the board card and in the Quantity column of the table. After you add a deal, the page switches to the pipeline you saved it in, so the new deal is always visible.

In the table, click a value to change it without opening the deal. Press Enter or click away to save, or Escape to cancel. You can change the title, Stage, Value, Probability, Expected close and Owner. Click anywhere else on the row to open the deal. Moving a deal to a Lost stage asks for a reason first. If the value comes from product lines, change it on the deal itself. If someone else changed the deal first, you get a message and the list refreshes.

On the board, click the value on a card to edit it, and click the owner picture to choose another owner. The owner picture shows the profile photo, or the initials when there is no photo.

In the table, tick the box in front of one or more rows. The box in the header ticks all loaded rows. A bar appears with the actions Assign owner, Move to stage, Mark won, Mark lost, Add tag, Remove tag and Delete. Choose an action, pick the value in the window and select Apply. You can select up to 200 deals. Move to stage needs deals from one pipeline. A deal that cannot be changed is skipped, and the message tells you how many were skipped and why. Deleting cannot be undone. Bulk actions need the Edit deals role setting.

In the table, the pipeline picker has an All pipelines option. It shows every pipeline in one list with a Pipeline column. The board and the forecast always show one pipeline. QrX remembers the pipeline you picked last.

Select Views to save the current view, pipeline, filters and sort under a name, and to open or delete a saved view. Saved views are kept in this browser. Press / to jump to search and N to start a new deal.

Above the board, a summary shows Open deals, Open value, Weighted, Rotting and Won for the selected pipeline.