Creating and tracking deals
Track every active sales opportunity through a drag-and-drop pipeline with values, close dates, and win probability — so you always know what's actually coming in.
A deal in Mewayz CRM is a tracked sales opportunity — a contact who might buy, the value of the potential sale, and where it sits in your pipeline. Use deals when you have a multi-step sales process; skip them if you just sell one-off products at the checkout.
Create a deal
- Open CRM → Deals → Add deal.
- Pick the linked contact (or create one inline).
- Name the deal — '50 licenses for Acme Co' or 'Website redesign Q3'.
- Enter the expected value and the pipeline stage (Lead, Qualified, Proposal, Negotiation, Won, Lost).
- Set an expected close date and win probability (Mewayz uses this to weight your forecast).
Move deals through the pipeline
Open the Kanban view to drag deals between stages. When a deal moves to Won, you're prompted to generate an invoice; when it moves to Lost, you can log a reason for future review (price, timing, competitor, etc.).
Your weighted pipeline value (sum of all deal values × win probability) appears on the dashboard widget — a more honest forecast than just summing total pipeline.