The Deals module tracks active sales opportunities through a visual, drag-and-drop pipeline.
How to Open Deals #
Go to Hive CRM → Deals.
Pipeline Board #
Deals are displayed on a Kanban-style board, organized into Stages (for example Proposal Sent, Negotiation, Won) that belong to a Pipeline. You can drag a deal card from one stage to the next as it progresses.
A List view is also available for a sortable, searchable table of every deal.
Pipelines #
A pipeline represents a distinct sales flow — for example, you might run separate pipelines for Enterprise Sales, Direct Subscriptions, and Agency Retainers, each with its own set of stages. Pipelines and stages are fully customizable — see Deal Pipeline Settings.
Win Probability and Forecasting #
Each stage has a configurable Win Probability percentage. HiveCRM uses this alongside each deal’s value to calculate a weighted pipeline revenue figure, shown on the main HiveCRM Dashboard.
Where Deals Come From #
Deals are created either directly, or by converting a qualified lead — see Managing Leads. Converting a lead carries its contact information into the new deal automatically.
When Should You Use Deals? #
Use the Deals module once a prospect is an active sales opportunity you’re actively working — as opposed to Leads, which is for prospects that haven’t been qualified yet.
