# Run your deals pipeline

> Move deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won.

Canonical page: https://aozo.in/docs/crm/deals-pipeline
Last updated: 2026-11-12
Product: AOZO CRM
Section: Guides

The Deals page shows your pipeline as a Kanban board, one column per stage. Switch to List view when you want to scan or sort.

## The pipeline stages

1. Discovery: you are learning what the customer needs.
2. Demo: you are showing the product.
3. Proposal Sent: the customer has your proposal.
4. Negotiation: you are agreeing price and terms.
5. Closed Won: the deal is won.

## Work your pipeline

![The AOZO CRM Deals Pipeline in Kanban view with stage columns, a Kanban and List toggle and a Create Deal button](https://aozo.in/images/docs/crm-deals.webp)
1. Pipeline stages, from Discovery to Closed Won
2. Kanban and List view toggle
3. Create Deal

1. **Open Deals** Choose Deals in the CRM top menu. The header shows how many deals are open and the pipeline value.
   ![The CRM top menu with the Deals tab highlighted](https://aozo.in/images/docs/crm-menu-deals.webp)
   - (1) Deals
2. **Add a deal** Select Create Deal, or the + at the top of a stage, and enter the deal name, the customer and its value.
   ![The plus button at the top of the Discovery stage](https://aozo.in/images/docs/crm-deals-add.webp)
   - (1) + adds a deal straight into that stage
3. **Move it forward** Drag the deal card to the next stage as the conversation progresses. Each column header shows how many deals it holds and their total value.
4. **Find a deal** Use the search box above the board to find a deal by name.
   ![The Search deals box above the pipeline board](https://aozo.in/images/docs/crm-deals-toolbar.webp)
   - (1) Search deals
5. **Switch view** Use the Kanban and List toggle. List view is better for sorting and scanning many deals.
   ![The Kanban and List toggle next to the Create Deal button](https://aozo.in/images/docs/crm-deals-toggle.webp)
   - (1) Kanban and List toggle
6. **Close it out** Drag a won deal to Closed Won. Then create its invoice from Billing.

> **Note:** Support tickets and invoices for the same customer appear next to the deal, so you always see the full picture.

> **Tip:** Keep every deal in the stage that matches reality. A pipeline you can trust is worth more than a full one.