How to track a deal in CRM?

TB CRM · deals · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to create a pipeline opportunity and update stage, value, and close date.

Deals represent revenue opportunities tied to an account — expected value, stage, and close date for forecasting. Updating stages as evidence arrives keeps leadership forecasts honest; stale mid-pipeline deals that never move distort the whole pipeline review.

Steps

• Open Deals from the CRM sidebar.
• Create a deal linked to the correct account.
• Set stage, expected value, and close date.
• Attach notes after customer meetings that change scope or timing.
• Update the stage when you have evidence (quote sent, verbal yes, PO pending).
• Close Won or Lost with a short note when the opportunity ends.
• If close date slips, move the date — do not leave an impossible past date on an open deal.

Conclusion & best practices

Stale mid-pipeline deals distort forecasts. If nothing moved for weeks, either advance the stage with evidence or push the close date. Lost deals deserve a reason code so product and pricing teams learn from patterns.