Creating, editing, and moving deals between stages
How to spin up a new deal, change its fields, and progress it through pipeline stages by drag-and-drop or from the deal sheet.
Deals are the live opportunities in your pipeline. They flow between stages as the conversation with a prospect progresses, and they collect activities and documents along the way.
Creating a deal
From the Pipeline header click + New deal. The dialog asks for:
- Name — what the deal is about (e.g. "Acme — Q3 expansion").
- Organization — pick the company (creates a new one if you type a name that doesn't exist).
- Pipeline — defaults to the active pipeline; switch if needed.
- Owner — defaults to you. Reassign from the dropdown.
- Amount, close date, probability — optional; can be set later.
Click Create. The deal lands in the first stage of the selected pipeline. bont drops you into the deal sheet.
Editing
Open the deal sheet (see Opening the deal sheet) and inline-edit any field in the right sidebar:
- Name — click the title in the header.
- Amount / close date / probability — click the value to inline-edit; press Enter or click outside to save.
- Signing contacts — add/remove from the Signing Contacts card.
- Products — add line items from the Deal & Products card. The catalogue is configured in CRM configuration: Products.
Moving between stages
From the Kanban board
Drag the deal card across columns. The drop commits the stage change immediately. A toast confirms with the new stage name.
From the deal sheet
Click any stage chip on the horizontal stage progression. Same effect as the drag-drop.
Loss reason on Lost stages
When a stage is marked closed-lost and your workspace requires Loss Reason on close (configured in CRM configuration: Loss Reasons), the move pauses for a modal that asks for the reason. Pick one from the dropdown and confirm; the move commits only after that.
Closing a deal as won
The Won stage doesn't need a special workflow — drag the deal there or click the stage chip. If your pipeline has stages after Won (renewal, expansion), bont keeps the deal active in those later stages.
Tips
- Stage history — every stage change appears as a "Stage Change" activity in the deal's timeline. Useful for managers reading recent movement.
- Probability vs. forecast — probability is per-deal manual; forecast categories live in pure bont and override probability in some reports.
- Undo — there's no native undo, but a stage change is just another stage change away from being reverted. The toast on the new stage doesn't auto-undo.