Deals & Pipeline
Deals represent potential business opportunities. Every lead automatically becomes a deal in your pipeline, linked to a contact and the original form submission.
Pipeline Stages
Each client workspace comes with 6 pre-configured stages (shown in Dutch by default):
| Stage | Dutch Name | Description |
|---|---|---|
| 1 | Nieuwe aanvraag | Lead just came in — not yet reviewed |
| 2 | Contact opgenomen | You've reached out to the prospect |
| 3 | Offerte verstuurd | A quote has been sent |
| 4 | In onderhandeling | Discussing terms and pricing |
| 5 | Gewonnen | Deal closed successfully |
| 6 | Verloren | Deal didn't go through |
When a deal moves to Gewonnen or Verloren, the closed_at timestamp is automatically recorded.
Kanban Board
The default view shows all deals as cards on a drag-and-drop board:
- Drag cards between stage columns to update a deal's status
- Deal cards show the contact name, service type (from form data), deal value, and ad source badge
- Stage counts are shown at the top of each column
- Switch to list view for a sortable, searchable table
Manual Contact Creation
Click the + Contact button in the board header to manually create a contact and deal — useful for phone inquiries, walk-ins, or leads from outside your website forms.
Deal Detail Panel
Click any deal card to open the full detail panel with multiple sections:
Contact Information
- Name, email, phone, and full address
- Quick-action buttons: Email, Call, Copy
- Editable deal title (click the pencil icon)
Deal Value
- Set and update the monetary value and currency
- Track value changes over time
Timeline
The unified timeline merges all deal activity into one chronological view:
- Notes — Manual notes you've added
- Calls — Call log entries
- Emails — Sent and received emails with full message content and attachments
- Meetings — Meeting records
- Tasks — Task items
- Stage changes — Automatic entries when a deal moves between stages
- Quote events — When quotes are created, sent, accepted, or declined
- Invoice events — When invoices are created, sent, or paid
Add entries using the + Note button. Choose a type from the dropdown: note, call, email, meeting, or task.
Request Details
The original form submission data — all fields from the lead's form_data JSONB column.
Attachments
Files uploaded through the website form (r2_attachment_keys) and email attachments (stored in Supabase Storage).
Stage Automations
Configure automatic deal stage updates when key events happen. Toggle these in CRM → Settings:
- Quote sent → Deal auto-advances to "Offerte verstuurd"
- Invoice paid → Deal auto-advances to "Gewonnen"
- Invoice cancelled → Deal auto-advances to "Verloren"
Automations are powered by the crm.stage_automations table and fire when deals change stages or when quote/invoice status changes.
Email Compose
Send emails directly from the deal panel:
- Click Send Email in the timeline
- Choose an email template or write from scratch
- Template variables (
{{name}},{{company}},{{deal}}) are auto-filled - Attach files if needed
- Emails are sent via SendGrid from your configured sender address
- All sent emails appear in the timeline with full content
Replies from clients are tracked via reply+{deal.id}@mail.webfluentia.agency and appear in the timeline automatically.