Deals in TatvaCRM — overview
Complete overview of the Deals module in TatvaCRM. What a deal is, every field on a deal record, deal stages, probability, expected close date, and how deals roll up into pipeline reports.
Deals are revenue opportunities — specific possibilities of money coming into your business with a value, a close date, and a stage. This page covers the Deals module in TatvaCRM: fields, pipelines, stages, probability, and how everything rolls up into forecasts.
Where to find deals
Deals live in the Deals page on the left menu. Default view is the Kanban pipeline — columns are stages, cards are deals. Drag cards between columns to move stages. Switch to Table for bulk operations or Forecast for projected revenue.
What fields does a Deal have?
| Field | Notes |
|---|---|
| Name | Required. Up to 255 characters. Use a pattern: “Company — Product — Year”. |
| Value (₹) | Required. Annual Contract Value (ACV) for subscriptions, one-time amount for project deals. |
| Stage | Where the deal sits in your pipeline. Driven by the pipeline configuration. |
| Pipeline | Which pipeline this deal belongs to. You can have multiple — see Pipelines and stages. |
| Probability (%) | How likely you’ll close. Often auto-set per stage. Manually override when needed. |
| Expected close date | When you forecast this will close. Drives quarterly forecasting. |
| Owner | The team member responsible. Drives visibility. |
| Contact | Link to the primary buyer Contact. |
| Company | Link to the buyer Company (if B2B). |
| Source | Where the deal came from — referral, LinkedIn, conference, inbound. |
| Lost reason | Required when you close a deal as Closed-Lost. Pick from a tenant-editable list. |
| Currency | Defaults to INR. Multi-currency supported on Pro+ plans. |
| Custom fields | Add any business-specific field — see Custom fields. |
Line items — multiple products in one deal
If your deal includes multiple products at different prices, add line items instead of separate deals. Each line item has a product name, quantity, unit price, and total. The deal value rolls up automatically.
Bandhej Lifestyle’s deal at StoreWorks has two line items: “StoreWorks Silver — 12 outlets — ₹2.5L” and “Priority support add-on — 3 months — ₹0” (thrown in during negotiation). Deal total: ₹2.5L. Future expansion (adding 3 new outlets) becomes a separate Deal, not a new line on the original.
Stages and probability
Each stage in a pipeline has a default probability — the rough chance a deal at that stage will close. Standard defaults:
| Stage | Default probability |
|---|---|
| Discovery | 10% |
| Qualified | 25% |
| Demo / Meeting done | 40% |
| Proposal Sent | 60% |
| Negotiation | 75% |
| Contract Sent | 90% |
| Closed-Won | 100% |
| Closed-Lost | 0% |
Override probability per deal when reality differs from the default — a deal at Negotiation that you think is dead can be set to 30% manually. The forecast view uses the deal-level value, not the stage default.
The Pipeline view and forecasting
The Pipeline view shows you at a glance:
- Stage counts — how many deals at each stage
- Stage values — sum of deal values at each stage
- Weighted forecast — sum of (deal value × probability) for the quarter — your “honest” pipeline number
- Stuck deals — flagged if a deal has been in the same stage longer than your stuck-threshold
Actions on a deal
From the Deal detail page:
- Edit any field
- Move stage — drag on Kanban, or use the stage dropdown
- Log activity — call, email, meeting summary
- Create task — next follow-up
- Send email — directly from the deal, logged automatically
- Generate quote / proposal — from a template (Pro+ feature)
- Mark won — moves to Closed-Won, triggers any post-close workflows
- Mark lost — moves to Closed-Lost, prompts for the lost reason
- Delete — soft delete, recoverable for 30 days
Common questions
“We lost a deal six months ago. Now they’re back. Reopen?”
Create a new Deal. Don’t reopen the closed-lost one. Reopening confuses your win-rate reports. Reference the old deal in the notes: “See lost Deal #2241 from March 2026 — same prospect, new opportunity.”
“Same customer, three active opportunities. One Deal or three?”
Three. One Deal per specific revenue opportunity. Each gets its own value, close date, stage. They share the same Contact and Company.
“We’re early — I don’t know the value yet. Skip?”
Put your best estimate. Update as you learn. An estimated value is more useful for forecasting than blank — and the act of putting a number forces you to think.
What to read next
- Pipelines and stages — configure your sales process
- Custom pipelines — for multi-product or multi-segment businesses
- What is a Deal? — conceptual primer