Deals and sales pipeline
Track B2B group training requests from first contact through payment using the deals pipeline.
The Deals pipeline is your built-in CRM for B2B group training sales. Every group training inquiry becomes a deal that moves through stages from first contact to paid.
Pipeline stages
| Stage | What it means |
|---|---|
| Initial Quote | New inquiry — you have made first contact |
| Agreed & Scheduled | Training date and scope are agreed upon |
| Ready for Billing | Class is complete, ready to invoice |
| Awaiting Payment | Invoice sent, waiting for payment |
| Paid | Payment received — deal is won |
| Closed Lost | Did not convert — deal is lost |
Kanban vs list view
The Deals page defaults to Kanban view — columns of cards by stage. Switch to List view for a sortable table of all deals. Both views show deal value, organization, and last activity date.
Creating a deal
- 1Click Deals in the left sidebar.
- 2Click + New Deal.
- 3Select or create the organization.
- 4Choose the deal stage.
- 5Enter an estimated value.
- 6Assign to yourself or another user.
- 7Click Save.
- 8Open the deal to add line items, attach a quote, or link a class.
AI-created deals
When a visitor submits a group training inquiry through the AI chat widget on your website, the system automatically creates a draft deal. You will see it appear in the Initial Quote column with a "From AI Chat" label. Open the deal to review the AI-extracted details: organization name, number of participants, certification type, and preferred date.
Moving deals between stages
In Kanban view, drag a deal card from one column to another to change its stage. In list view, open the deal and change the Stage field. The deal log records every stage change automatically.
Deal detail
From a deal's detail page you can
- Add line items (training sessions, instructor fees, materials)
- Create or attach a quote to send to the customer
- Link a class that was scheduled for this deal
- Link an invoice when it is time to bill
- Log calls, emails, and notes in the activity log
- Set a close date and probability
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