Managing deals

A deal is one opportunity moving through a pipeline. It always sits in exactly one stage, and its status (open, won, or lost) follows the stage it’s in.

What a deal holds

• Title: required. The only required field, so quick-adding from the board is fast.
• Value and currency: the currency defaults to your workspace currency, and you can override it per deal.
• Probability: 0 to 100 percent.
• Expected close date: for forecasting and sorting.
• Priority: none, low, medium, high, or urgent.
• Source: where the deal came from. Referral, inbound, outbound, website, conference, event, outreach, or other.
• Description: free text for context.

Deals also support tags, custom fields, comments, and file attachments.

People on a deal

• Assignees: any number of teammates responsible for the deal.
• Contacts: the people on the customer’s side.
• Company: optionally attach the account the deal belongs to.

The person who created a deal watches it automatically. Watchers get notified when key fields change.

Status: open, won, lost

Status and stage stay in sync, whichever one you change:

• Move a deal into a won or lost stage and its status updates to match, with the close date stamped automatically.
• Change the status directly and the deal moves to the first matching stage in its pipeline.
• Create a deal directly in a won or lost stage and it takes that status immediately.
• Marking a deal lost asks for a lost reason, so your reports can tell you why deals die.

Reopening a deal clears its close date.

Stage history

Every stage change is recorded with a timestamp, so Cavyro knows how long each deal spent in each stage. Reports use this for time-in-stage and conversion insights.

Moving deals

Drag deals between stages on the board or reorder them within a stage. A deal can’t accidentally jump to a stage in another pipeline.

Deleting

Deleting a deal is a soft delete and can be restored.