> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How do deals and pipelines work?

> How Klipy's Pipelines view tracks deals, creates opportunities from conversations, and keeps CRM data current without manual entry.

Klipy's **Deals** view shows every active deal and updates automatically as conversations happen — no manual CRM data entry required. Unlike traditional CRMs where you re-type updates after every touch, Klipy reads email, calls, and meetings and keeps deal context aligned with what actually occurred.

## How deals are created

**Automatic (conversation-driven)** — When Klipy detects buying signals in an email thread or call, it can suggest creating a deal linked to that conversation. You confirm before anything is saved, so new opportunities stay tied to real evidence, not guesswork.

**Manual** — You can create a deal from any contact or company record, or start one directly in **Pipelines**. Use this when you already know the opportunity exists and want to attach stakeholders and context on your terms.

## What's on each deal

Every deal carries the fields you need to run your pipeline without spreadsheet gymnastics:

* **Stage** — Default paths include Prospecting, Discovery, Proposal, Negotiation, Closed Won, and Closed Lost; you can rename and reorder stages to match how you sell.
* **Stakeholders** — Contacts linked to the deal so everyone with a voice in the decision is visible in one place.
* **Last activity** — Updates when new conversation is captured for anyone on the deal (see below).
* **Deal score / health** — Reflects sales-framework coverage and conversation momentum so you see risk before the quarter slips.
* **Next step** — Pulled from the latest meeting action items or to-dos so the path forward is explicit.
* **Linked interactions** — Emails, calls, and messages related to the deal, in full context.

## What updates automatically

When conversations keep moving, Klipy keeps the deal record honest:

* **Last activity** — New email for a deal contact updates the timestamp without you touching the CRM.
* **Action items and next steps** — After a meeting summary is generated, action items and follow-ups flow into the deal so "what we owe" stays current.
* **Framework scorecard** — When criteria are satisfied in conversation (for example, budget confirmed), the deal's framework coverage reflects it.
* **Deal health** — Momentum and framework signals combine into a health read so prioritization matches reality.

> [!NOTE]
>
> **Stage progression is yours to confirm.** Klipy may suggest a stage change based on what was said, but it does **not** move deals between stages on its own — you drag, click, or approve the transition so pipeline hygiene stays under human judgment.

## Pipeline views

| View | What you use it for |
| - | - |
| **Kanban** | Scan deals by stage and drag cards forward as you confirm progression — the fastest way to see pipeline shape at a glance. |
| **List** | Sort by deal score, last activity, stage, or value when you need a ranked queue, not a board. |
| **Deal detail** | Open a single opportunity for the full story: every interaction, linked contacts, and the framework scorecard in one place. |

## Shape your pipeline

You shape how Pipelines behaves for your workspace:

* **Custom stages** — Rename stages and set their order under **Deals → Pipeline settings** so terminology matches how you actually sell.
* **Multiple pipelines** — Stand up a separate pipeline if you run more than one kind of process — for example new deals versus renewals — so each gets the right stages without cluttering one board.

## Next steps

> [card] [To-dos](https://klipy.ai/docs/guides/todos.md)
>
> See how action items and tasks feed into deals and daily priorities.

> [card] [Sales frameworks](https://klipy.ai/docs/guides/sales-frameworks.md)
>
> Learn how deal scorecards map to methodology coverage in Klipy.


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