Deals
Manage your sales pipeline by tracking weighted revenue and moving opportunities through stages using specific amounts, probabilities, and close dates.
Overview
Deals represent potential revenue opportunities in your sales pipeline. Each deal has a name, dollar amount, close date, and win probability. Forz calculates the weighted amount (amount multiplied by probability) to forecast expected revenue. Deals move through configurable status stages on a Kanban board or list view. You can link deals to customers or leads and assign them to team members for follow-up.
Before You Begin
Prerequisites:
You have the Deals: Create permission on your role.
Deal statuses are configured in Settings > Status Options (select "Deal" from the record type dropdown).
To link deals, at least one customer or lead record must exist.
Creating a Deal
Click Deals in the sidebar navigation.
Click Customer Deal to create a deal linked to a customer, or Lead Deal to create a deal linked to a lead.
Enter a Name for the deal. This is required.
Enter the Amount (total value of the opportunity). This is required.
Set the Close Date for when you expect the deal to close.
Enter the Probability as a percentage (0-100) representing the likelihood of winning.
Click Save.
Expected result: Forz creates the deal with a unique number (e.g., DEAL-1001) and sets the status to the first stage in your deal pipeline.
Note: Forz calculates the weighted amount automatically: Amount x Probability / 100. A $10,000 deal at 60% probability shows a weighted amount of $6,000.
Linking a Deal to a Customer or Lead
Associate a deal with an existing customer or lead to track which account the opportunity belongs to.
On the deal creation form, select the entity type (Customer or Lead) .
Choose the specific customer or lead from the dropdown.
Click Save.
Expected result: The deal displays the linked customer or lead name. You can view the deal from both the deal list and the customer or lead profile.
Tip: When creating a deal from a customer or lead profile page, Forz pre-fills the link automatically.
Using the Board View
The board view displays deals as cards organized by pipeline stage, giving you a visual overview of your sales funnel.
Navigate to Deals.
Switch to the Board view .
Drag deal cards between columns to update their status.
Expected result: Deals appear in columns matching your configured deal statuses. Each column shows the deals at that pipeline stage with color-coded status headers.
Assigning a Deal
Assign a deal to a team member responsible for following up and closing it.
Open the deal.
Click Edit.
Select an Assignee from the user dropdown.
Click Save.
Expected result: The assignee's name appears on the deal in both the list and board views. Filter by assignee to see each team member's pipeline.
Filtering and Searching Deals
Use filters to narrow the deal list by status, assignee, customer, labels, or date.
Navigate to Deals.
Use the filter bar to select criteria:
Status — filter by one or more pipeline stages.
Assignee — filter by team member.
Customer — filter by linked customer.
Labels — filter by applied labels.
Created — filter by creation date range.
Use the search bar to find deals by keyword.
Expected result: The deal list or board updates to show only matching deals. Applied filters appear as tags that you can remove individually.
What Happens After Creation?
When a deal is saved, Forz automatically:
Generates a unique deal number using the sequential numbering system.
Sets the initial status to the first active stage in your deal pipeline.
Calculates the weighted amount from amount and probability.
Makes the deal searchable across the app.
Common Scenarios
Tracking an HVAC maintenance contract opportunity
A sales rep meets with a commercial property manager who wants annual HVAC maintenance for a 20-unit building.
Navigate to Deals and click Customer Deal or Lead Deal.
Name the deal "Oakwood Plaza - Annual HVAC Maintenance".
Enter $24,000 as the amount (20 units x $100/month x 12 months).
Set probability to 40% after the initial meeting.
Set the close date to the end of next month.
Link the deal to the lead "Oakwood Property Management".
As discussions progress, update the probability and move the deal through stages.
Qualifying a commercial plumbing bid
A plumbing contractor receives a request for bid on a restaurant build-out. They create a deal to track it through the estimating and proposal process.
Create a deal named "Riverside Grill - Plumbing Build-Out" with an amount of $45,000.
Set probability to 25% (early stage, competitive bid).
Assign the deal to the lead estimator.
After submitting the bid, update probability to 50%.
If the bid is accepted, move the deal to "Won" and convert the lead to a customer.
Reviewing the sales pipeline for weekly forecasting
A manager reviews the pipeline each Monday to forecast monthly revenue.
Navigate to Deals and switch to the Board view.
Filter by deals with close dates in the current month.
Review weighted amounts per stage to calculate the forecast.
Identify stalled deals and reassign or update probabilities as needed.