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# [Deals](https://intum.com/help/crm/deals.md)

## Deals

A deal is a sales opportunity or transaction associated with a [client](clients). Deals allow you to track the sales pipeline — from first contact to closing.

## Deal Data

- **Name** — title of the sales opportunity
- **Net and Gross Amount** — transaction value
- **Currency** — transaction currency
- **Tax** — VAT rate
- **Date** — main deal date
- **Date Range** — from/to date (e.g., contract period)
- **Number** — deal number
- **Invoice Number** — associated invoice
- **Description** — details

## Deal Status

A deal progresses through pipeline stages — from new to closed:

- **Pipeline stages** — defined by statuses (e.g., "Contact", "Offer", "Negotiations")
- **Won (win)** — transaction completed successfully
- **Lost** — client declined

## Associations

- **Client** — which client the deal belongs to
- **Contact** — contact person on the client side
- **Project** — associated project
- **Task** — associated task
- **Responsible** — who manages the deal
- **Next Deal** — link to the next transaction (follow-up)

## Notes and Attachments

[Notes](crm-notes) and files can be added to a deal — e.g., offers, contracts, correspondence.

## External ID

A deal can have an `external_id` for synchronization with external systems (e.g., an invoicing system).