Sales pipeline and deals.

The pipeline follows what a customer may buy, from the first contact to won or lost. It is part of Kaleta – there is nothing to switch on. Open Workspace → Pipeline. The public site never reads deals.

Board and list

• The Board has a column per stage with its count. Open stages show the sum of their values per currency. The won and lost columns hold the deals closed this month.
• Move a card with its stage and Move, or drag it. With the keyboard: focus the handle of a card, press Space, choose the stage with the arrow keys and press Space again; Esc cancels.
• The List shows the deals as a table, with a status filter (open, closed, won, lost, all) and paging. When there are too many open deals for the board, it points you to the list.
• Filter by the responsible person (Mine, nobody, a person), the customer, the company or a word. Ctrl K finds deals too.

A new deal

• New deal on the board, on a customer or on a company. Fill in the name of the deal, the customer, the company, the responsible person, the value with a currency and the expected close. A deal with a customer and no company takes the customer's company.
• Create deal on an enquiry. The title comes from what the enquiry was about, the customer and their company come along, and the person handling the enquiry becomes responsible (if they can open the pipeline). An enquiry can have only one open deal.

A value is just a number and a currency – no products, forecasts or weighted totals. Different currencies are never added together. A new deal starts in the first open stage.

Stages

A new site has New, Qualified, Proposal, Won and Lost. Administrators change them on the Stages tab: rename, reorder, add or remove. The pipeline needs 3 to 12 stages – at least one open, exactly one won and at least one lost. A stage that still has deals cannot be removed.

• Every move is kept in the deal's history.
• Won and lost close the deal. Lost asks why it was lost – price too high, chose a competitor, bad timing, no response, not a fit or another reason – and takes an optional note.
• Moving a closed deal to an open stage opens it again.

Working on a deal

• The deal page shows its fields, the stage history, the enquiry it came from, the customer and the company.
• The team writes comments and adds tasks on the deal, as on an enquiry or a customer.
• The responsible person gets a notification in the bell and by e-mail. The bell and the e-mails name the deal only by its number. Responsibility never limits who sees a deal.
• My work lists your open deals by expected close, overdue first, together with your tasks on deals.
• Every new or moved deal appears on the timeline of its customer and company.

Who can open the pipeline

Administrators, and users whose role includes Pipeline. When Kaleta 3.31 added the section, everyone who could open Customers got it. Editing the stages and deleting a deal are for administrators. A deleted deal goes for good, with its history – there is no trash for deals.

Privacy

• An enquiry behind a deal is kept while the deal is open, and for the enquiries' retention period after it closes. The same holds for the other enquiries of that customer.
• A customer with an open deal is never anonymised.
• When a customer is erased or anonymised, their deals stay without the person. A title that names them becomes the deal's number. With an erasure the comments on those deals go; with an anonymisation, who wrote them and when stay and the text goes.
• The personal data file lists a customer's deals with their comments and tasks.
• Merging two customers moves their deals. Deals are never in a site export.

Reports

The monthly report counts new, won and lost deals and how many deals entered each stage. Reports and summaries show counts only, never values. A site without deals gets no pipeline section.

Claude and the pipeline

Claude uses list_deals, save_deal (also to create a deal from an enquiry), move_deal and pipeline_summary. The summary gives the count per stage and the values as sums per currency. Claude has no tool to delete a deal. Deals point to people, so Claude's changes to them never enter the undo journal – they cannot be undone.