Commandix guide

Sales

Sales turns opportunity work into an operating pipeline. Deals connect revenue, probability, close dates, contacts, sales owners, units, activities, and tasks.

Last reviewed September 19, 2026

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Sales pipeline board with deals grouped by stage and weighted pipeline totals. Fictional Acme demo · Captured September 19, 2026 · Select Enlarge for full resolution

How to create a deal

Open Deals.
Select New Deal.
Enter deal title, company, contact name, contact email, and contact phone if available.
Choose the sales unit and assignee.
Enter value, currency, probability, stage, expected close date, and description.
Create the deal. It appears on the pipeline board and list view.

Deal options reference

Option	Values	Use it when
Title	Required text	The opportunity needs a clear name.
Unit	Sales units	The deal belongs to a sales team or region.
Assignee	Sales users	A person owns the opportunity.
Value	Number	You need open value, weighted value, won value, and pipeline reporting.
Currency	Supported currencies	The deal is sold in a non-default currency. Pipeline totals convert to the tenant default where rates are available.
Probability	0 to 100%	You need weighted pipeline value.
Stage	LEAD, QUALIFIED, PROPOSAL, NEGOTIATION, WON, LOST	You need visual pipeline flow and conversion tracking.
Expected close date	Date	You need forecast and deadline visibility.
Lost reason	Text, used for LOST stage	You want to learn why revenue was lost.
Activities	CALL, EMAIL, MEETING, NOTE	You need a history of seller activity and opportunity context.

How to move a deal through the pipeline

Drag a deal card to the next stage or open the deal and edit stage.
Use the stage probability defaults as a baseline: Lead 10%, Qualified 25%, Proposal 50%, Negotiation 75%, Won 100%, Lost 0%.
When moving to Lost, enter a lost reason.
Add activities after calls, meetings, emails, and important notes.

Switch between Board and List to review the same accessible deals. Open a deal to inspect its activities and linked tasks. A probability-weighted pipeline total is an estimate of open opportunities, not booked revenue.

Review sales results with workload context

Open the dashboard or Organization.
Select the sales unit.
Open People to compare current team performance.
Open History to compare six-month won value and won count by seller.
Open Tasks to compare assigned work, overdue tasks, blockers, and dependencies. Use these signals to investigate possible causes with the team; task counts alone do not explain a person's sales results.