Sales
Start deals from your leads, work each one on its own page, move them across the pipeline board, and see projected commission across your team.
CRMSales opens Sales: your pipeline, your deals and the commission they are projected to earn. The page has three tabs — Dashboard, Pipeline and Team — and every deal opens on its own page, where its stage, terms, products and buyer conversation live together.
Anyone on your team can work deals, whatever their member type, as long as their role grants Sales. Owners and admins always can.
Before you start
Your plan needs the sales_pipeline feature. A team member's role needs Sales Dashboard and Sales Pipeline (view) to open the page, and Sales Pipeline (edit) to start and work deals; their team profile must be in place too. The Team tab needs CRM settings management. Build your Billing Catalog first, or deals have no products to attach.
Work a deal
Open Sales
CRMSales. Old links to the sales dashboard, the sales pipeline and the sales team pages redirect here, and old deal links open the deal's page.
Read the Dashboard
Three metric cards: Open pipeline, Won this month and Projected commission.
Start a deal
New deal asks for the Buyer (lead), the Sales rep (owners and admins choose; a team member always holds their own deals) and an optional Deal name. Create deal opens the new deal's page. If the lead already has an open deal you can see, the dialog offers Open deal instead of starting a second one.
Or start it from the lead
On a lead's page, Create deal under Linked deals opens the same dialog with the lead filled in. In the Lead Manager, Add to pipeline in a lead's menu starts the deal and opens it. Team members start deals on the leads assigned to them.
Work it on its page
The deal's page shows its stage, buyer, sales rep, close date and contract value at the top. The Deal tab walks the open stages, holds the terms and Add products, and saves with Save deal. Buyer activity holds the conversation and activity with the buyer. The list of deals on the left switches between deals.
Close it
Mark won, or Mark lost with an optional loss reason. A closed deal is read-only; an owner or admin can Reopen deal.
Move deals across the board
On the Pipeline tab, drag a deal between stages. Won and Lost sit in the rails below the board.
Settings reference
| Setting | What it changes | Default |
|---|---|---|
| Dashboard | Pipeline | Team | Which view is shown. Team only appears when you may manage CRM settings. | Dashboard |
| Rep | Whose deals you are viewing: All deals, one person, or Unassigned. Opening a person's pipeline from their Team page works even after their Sales access ended; they are then listed here with (no Sales access), so their deals can be reassigned. Owners and admins only. | All deals |
| Stage | Narrows the open deals to one stage. | All stages |
| Open | Won | Lost | Which deals the grid lists. Each tab carries a count. | Open |
| Search deals… | Filters the grid and the board. | — |
| New deal | Starts a deal. Only shown when you may edit the pipeline. | — |
| Lead Manager | Jumps to the Lead Manager. | — |
Check Unassigned weekly
Deals started without a sales rep land in Unassigned. They are real deals that nobody holds, and they are the ones that quietly go cold.
How commission projections work
A deal is only as useful as the products on it. When you attach catalog products, Sales can project what the deal's sales rep will earn using the commission percentages on their payroll profile — Monthly % on recurring service revenue, Upfront % on build revenue, and Upsell % on upsells. Those three live under FinancePayrollthe memberPay settings. Only owners and admins change a deal's commission rates.
Projection is not payment. What a rep is actually paid is decided when the owner builds and approves their statement in Payroll, and the rep sees it under My Pay.
The Activity tab was removed
Old links carrying the activity tab fall back to Dashboard without an error. A bookmark still opens; it opens somewhere else.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Sales says access is restricted | The role lacks Sales Dashboard or Sales Pipeline (view), or the member has no team profile | The owner grants both on the member's role, or adds the member to the team |
| Team tab is missing | You may not manage CRM settings | The owner grants CRM settings management |
| New deal or Create deal is not shown | The role lacks Sales Pipeline (edit), or the lead is not assigned to you | The owner grants edit rights or assigns the lead |
| Projected commission reads zero | Deals have no catalog products attached, or the rep has no commission percentages | Attach products on the deal's page, and set the percentages under Finance → Payroll → the member → Pay settings |
| A deal has no sales rep | It was started without one | Open Unassigned under Rep and assign it |
| An old bookmark opens the Dashboard instead of Activity | The Activity tab was removed and old links fall back | Use Dashboard, or the Activity Feed widget on the Command Center |
| Sales is missing from the nav | No sales_pipeline plan feature | Ask Zyan to add the feature |