Learn Mokapen

Deals Guide

The Deals area is the heart of the sales pipeline in Mokapen: each deal represents an ongoing negotiation — a potential contract, a renewal, an upsell — with estimated amount, closing probability, stage, and deadline. It is the bridge between the Contacts directory (who buys) and delivery tools (tasks, projects, quotes, orders).

Access it from the Sales → Deals menu or the Deals page. Deals are managed mainly in Kanban by pipeline stage, with alternative views (Cards, Calendar, List) and dedicated reports.

Role in CRM and processes

A deal in Mokapen is not a row in a spreadsheet: it is an operational record linked to the rest of the XRM.

• Sales: amount, probability, pipeline stage, expected close date, owner, and stakeholders.
• Relational: linked decision-maker contact and company; history visible from the customer card.
• Operational: follow-up tasks, appointments, qualification checklists linked via Connections.
• Document: quotes and orders generated or linked as the deal progresses (Premium plans).

Practical rule: every significant negotiation deserves a deal with an updated company or contact, amount, and stage — so pipeline, forecast, and team activity stay aligned.

Use cases

• Agency / consulting: one deal per sales proposal; stages «Qualification → Proposal → Negotiation → Won»; linked tasks for quote delivery and alignment calls.
• Recurring B2B: deal for annual renewal or upsell; link to the existing company and historical support tickets for context.
• Internal sales team: shared pipeline, filters by owner, reports by stage and weighted amount (amount × probability).
• Marketing leads: deal created from a form or campaign (origin in the Source field); automation assigns owner and creates first-contact tasks.

Kanban, pipeline, and stages

The default view is Kanban organized by pipeline (e.g. «Sales Italy», «Partners»). Each pipeline has stages (status) with order and color — drag cards from one column to another to advance the deal.

Top bar of the Deals page:

• Pipeline (dropdown): switch active pipeline; as admin you can create new ones or edit stages in Settings.
• Group by: besides stage, group by owner, labels, close date, etc.
• Filters (Premium): amount, probability, linked contact, custom fields.
• Views: Kanban | Cards | Calendar | List.
• + Deal: create a new deal.

Terminal stages (e.g. Won at 100%, Lost at 0%) can trigger automatic actions — for example prompting order creation when the deal is won (Premium plans).

Deal panel

Click the title to open the side panel; with Premium you can expand to a full-screen deal page (same layout, more space).

Header: editable title, Archived badge if applicable. If the deal is in trash, a banner with Restore and Delete permanently.

Action bar:

• Priority, Privacy, Labels, Color, Attachments, Sticky notes (Small plan).
• Copy link, Full page (Small plan).
• + Create and connect: tasks, appointments, tickets… linked to the deal.

Options menu (three dots)

• Clone: duplicate the deal; modal with checkboxes for checklist, attachments, connections, comments.
• Archive / Restore (Medium plan): completed deals outside the active pipeline.
• Edit panel (admin): deal field layout.
• Delete / Restore (red item): org trash, restore, permanent deletion.

Data tab — main fields:

• Probability and Stage (pipeline / status): define progress and forecast.
• Amount: economic value of the deal.
• Linked Contact and Company.
• Owner and Stakeholders.
• Expected close date, Source, Description.
• Sales and custom fields (Premium) per org configuration.

Cross-entity tabs like other entities: Checklist, Connections, Time, Marketing, Updates.

Creating a deal

1. Go to the Deals page.
2. Click + Deal.
3. Enter a clear title (e.g. «Maintenance contract 2026 — Acme Ltd»).
4. Select pipeline and fill in amount, probability, contact/company, close date.
5. Save: the card appears in the initial stage column.

You can also create deals from Create and connect on a contact/company, from automations (e.g. new lead from a form), or by cloning a template deal.

Editing a deal

Single edit (panel)

1. Open the deal panel.
2. Edit inline in the Data tab: probability, stage, amount, contact, company, dates (pencil icon).
3. Update priority, labels, owner from the action bar.

Advancing from Kanban

Drag the card between Kanban columns: the stage updates automatically. Useful in pipeline meetings.

Bulk edit (List view)

1. Switch to List view on the Deals page.
2. Select deals with checkboxes.
3. Click Edit in the action bar: owner, stage, probability, labels, custom fields.
4. Confirm to apply to all selected deals.

Bulk action bar also available: Clone, Archive, Delete.

Deleting a deal

Delete deals created by mistake or test duplicates. Prefer Archive if the deal has useful history (won, lost, sales notes) and you do not want to lose trace on the contact or company.

Single deletion

1. Open the panel → Options → Delete (red item).
2. Confirm in the modal.

With the Large plan, the deal goes to trash (Deals page → Actions → Deal trash). From there you can Restore or Delete permanently. If you open a deal already in trash, a Restore / Delete permanently banner appears.

On the Free plan (without Large plan) deletion is generally permanent immediately after confirmation, with no trash — check your organization's permissions.

Multiple deletion

1. List view → select → Delete (red button) → confirm.

Archiving a deal

Archive hides completed deals (won, lost, or abandoned) from Kanban and active operational views, without deleting them: connections, amounts, and Updates tabs remain accessible on the contact and company. Useful for a clean pipeline while keeping commercial history and past forecasts.

Archive a single deal

1. Panel → Options → Archive (Medium plan) → confirm.

Archive multiple deals / view archive

• Multiple: List → select → Archive.
• View: Deals → Actions → Deal archive.
• Restore: from archive or Options → Restore on the panel.

Archived deals do not appear in operational Kanban but remain reachable from archive, connections, and historical reports.

Cloning a deal

Duplicate a template deal (same checklist structure, same contract attachments) for renewals or variants.

Single clone

1. Panel → Options → Clone.
2. Modal: select checklist, attachments, connections, comments.
3. Confirm; update title, amount, and initial stage on the new deal.

Multiple clone

1. List → select → Clone → options → confirm.

Won, lost, and post-sale

Move the deal to the Won stage when the contract is signed: the amount enters the «closed» forecast. Mokapen may prompt you to create a linked order (Premium). Use the Lost stage for deals not closed — useful for reason analysis and reports.

After winning: link a delivery project, open onboarding tasks, and keep the deal in connections for commercial history on the customer card.

Connections and linked documents

In the Connections tab you link follow-up tasks, pre-sales tickets, other buying committee contacts, quotes, and orders. Opening the contact shows all open and closed deals.

Typical flow: Contact → Deal → Quote → Order → delivery Project — each step remains navigable from the XRM.

Deal views

Four display modes on the Deals page. Pipeline and filters remain active when switching views.

Kanban (default)

Columns by pipeline stage; drag-and-drop to advance. Group by menu: stage (default), owner, labels, close date, color (Premium).

Cards

Deals sorted by expected close date — focus on upcoming deadlines and weekly forecast.

Calendar

Deals on calendar by close date; useful for planning closing calls and pipeline reviews.

List

Table with configurable columns, sorting, search, and bulk actions (Edit, Clone, Archive, Delete). Ideal for export and numeric reviews.

Filters

• Filters (Premium): amount, probability, contact, company, owner, labels, custom fields.
• Pipeline: dropdown to switch active pipeline.
• Users / Teams: limit deals to selected owner or team.

Deal settings

From Deal Settings (authorized admin/members):

• Pipeline and stages: create pipelines, order stages, colors, terminal states (Won/Lost), default probability per stage.
• Fields: standard and custom fields (Medium plan).
• Panel layout and List columns: field visibility and order.

From List: Actions → Edit columns to adapt the table to the sales team.

Deal reports

The Deal Reports section (Premium) summarizes deals you have access to based on role and organization permissions: you see only authorized records and fields, not the entire commercial portfolio. Use it for pipeline analysis, forecast, and export — for daily operations use Kanban and List.

• Dashboard: charts by stage, owner, amount, probability, labels, pipeline.
• Report list: analytical table with filters and export — basis for weekly sales meetings.
• Forecast: weighted amount (amount × probability) by period.

Combine reports with Labels (e.g. «Enterprise», «Renewal») and connection filters to segment the deal portfolio.