Deals

One sales opportunity being pursued: a new account, a tender, a price contract. Not for daily orders — routine orders are just Sales Orders.

When To Use It

When starting to pursue a new account on a lead.
When an existing customer opens a large opportunity that needs weeks of shepherding, such as an annual contract.
Not for recording every order — that is the Sales Order's job.

Field	What to watch
Deal Name	Short and specific, e.g. "Open account Toko Maju - distributor package".
Stage	Where the deal stands. Changeable here or from the Pipeline Board.
Status	Open, Won, or Lost. It follows automatically when the stage moves to a won or lost stage.
Estimated Value	Applies only while the deal is open. A won deal takes its value from the Sales Order, not from this field.
Expected Close	When it is expected to finish. Used to order the board and to measure deal age.
Credit Limit, Limit Type, Term	What was agreed at the Credit Qualification stage. These values travel with the lead conversion.
Sales Order	Required before the deal may be marked Won.
Lost Reason	Required when the deal is marked Lost. It is summarised in the funnel report.

Those last two rules are not paperwork: without them the funnel cannot be reconciled with the sales reports, and nothing can be learned from a loss.