# Deals and the pipeline

> Create a deal, move it through your stages and keep the forecast honest.

Every enquiry is a deal. Deals move through stages on the pipeline board until they are won and become a project.

## Create a deal

1. Open **Deals** and click **New deal**.
2. Enter the deal name, the company or person, the **Value**, the **Probability (%)**, the **Expected close** date and the **Owner**.
3. Save. The deal appears in the first stage.

A deal can also arrive from a public form on your website, see [Public forms](/help/deals-and-contacts/public-forms/).

## Move a deal

Drag the card to the next stage, or open the deal and choose the **Stage**. The stage sets a default probability; you can overwrite it on the deal.

## Your stages

Under **Settings → Pipeline** you add, rename, reorder and colour your stages with **Manage stages**. A stage can be archived; its deals keep their history.

## The board

- **List** and **Pipeline** views: the list sorts by stage, owner or value; the pipeline shows the stages as columns with the sum and the weighted sum per column.
- **Open value** at the top, per currency.
- **Stalled deals**: a deal that sits too long in a stage is marked and appears in [Needs attention](/help/my-work/needs-attention/).
- **Forecast**: Reports → Forecast groups open deals by owner and expected close month, weighted by probability. See [Reports](/help/reports/reports/).

## Won, lost, reopened

Open the deal and choose **Mark as won**, or **Mark as lost…** with a reason. A closed deal can be reopened. A won deal is ready to convert, see [Convert a deal](/help/deals-and-contacts/convert-a-deal/).

![The pipeline board](../../../assets/deals-pipeline.png)