Last updated: January 2026
The Deals page gives you a visual overview of your entire sales pipeline. See all your opportunities at a glance, organized by stage, with drag-and-drop functionality to move deals forward.
Deals move through stages as they progress toward closing. Each stage represents a step in your sales process:
Initial contact or inquiry. Probability: 10%
Prospect meets your criteria and shows interest. Probability: 25%
Formal proposal or quote sent. Probability: 50%
Discussing terms and finalizing details. Probability: 75%
Deal successfully closed. Probability: 100%
Deal did not close. Probability: 0%
Note: You can customize pipeline stages in Settings to match your sales process.
Find the "Add Deal" button in the top right corner of the Deals page.
Required and optional fields:
Click "Create Deal" to add it to your pipeline. The deal will appear in the appropriate stage column.
The easiest way to update a deal's stage:
Tip: You can also update the stage by opening the deal and changing it in the deal details.
Each deal card shows key information at a glance:
The name of the opportunity, usually the contact or company name.
The expected value of the deal, displayed prominently in large text.
A brief automatically-generated summary of the deal's current status and recent activity.
If Ralivi detects a risk (like no recent contact or negative sentiment), a warning badge appears with the reason.
Click any deal card to open the full deal view where you can:
See all emails, calls, and messages related to this deal.
Update deal amount, stage, close date, and other information.
Record meeting notes, call summaries, and important details.
See automatically-generated summaries, sentiment analysis, and next steps.
Upload proposals, contracts, and other relevant documents.
Create and track tasks related to moving this deal forward.
At the top of the Deals page, you'll see key metrics:
The number of active deals across all stages (excluding Closed Lost).
The sum of all deal amounts in your pipeline. This represents your potential revenue.
Each column header shows the number of deals and total value in that stage.
Move deals to the correct stage as soon as they progress. This keeps your pipeline accurate and helps provide better suggestions.
Use accurate deal values to get meaningful pipeline metrics and forecasts.
Setting close dates helps you forecast revenue and prioritize deals that are closing soon.
Pay attention to deals with risk warnings. These need immediate attention to prevent them from stalling.
Move won and lost deals to their respective closed stages to keep your active pipeline focused.
Learn how to manage your contacts and build stronger relationships.
Learn About Contacts →