Skip to content
Knobs Docs

Deals & pipelines

The Deals view is a kanban board over your pipeline. A default pipeline (Lead → Qualified → Proposal → Negotiation, with stage probabilities) is created the first time you open it.

  • Create a deal with a name, amount, stage, company, and primary contact.
  • Drag cards between stages or reorder them within a stage — positions save instantly.
  • Won / lost are deal states, not stages: use the buttons in the deal panel. Won/lost deals leave the board; reopen a deal to bring it back.
  • Log notes on a deal from its panel; email activity from linked contacts appears on the same timeline.

Each column header shows the stage probability and the total open amount in that stage.

Additional pipelines can be created via the API/CLI; stage edits are blocked while deals still occupy a stage being removed, and the default pipeline can’t be deleted.