# Deals A deal represents an active sales conversation or piece of work and contains everything needed to move it forward: contact data, company, value, notes, reminders, activity history and stage. Fluid is built around deals, not records or reports. You do not manage sales data in Fluid. You execute actions. ### How Fluid thinks about deals Traditional CRMs are contact-first and report-driven. Fluid is deal-first and action-driven. A deal in Fluid represents a real person or company you are actively working with, not a static record stored for later analysis. Every deal is designed to always have a next step, so nothing silently goes cold. ### What a deal contains A deal stores: * A person (the primary contact) * Their company * Deal value * Pipeline and stage * Custom fields you defined * Notes and activity history * Reminders for next actions * Deal owner * Labels and tags * Conversation links When you create a deal, both the contact and the company are created automatically in the background. You never need to create them manually. ### The Deals board The Deals board is the primary workspace in Fluid CRM. It uses a kanban-style visual pileine where: * Each column represents a pipeline stage * Each card represents a deal * Each deal represents an active conversation or piece of work This view is designed for daily execution, not reporting. ### What each deal card shows Each deal card displays, at a glance: * The person's name * Their company * The deal value * Reminder status (color-coded) * Up to 3 starred fields you choose to surface You can fully customize what appears on cards. See Customize deal cards in the Getting Started section. ### Reminder colors at a glance Every deal in Fluid should have a next action. Reminder colors make priority visible without opening anything: * **Red:** reminder is overdue * **Green:** reminder is due today * **Gray:** reminder is scheduled in the future * **Yellow clock:** no reminder set The yellow clock is intentional. A deal with no reminder is a deal that will go cold. Fluid surfaces that risk immediately so you can fix it. ### Creating deals Fluid supports multiple ways to create a deal so you can capture opportunities the moment they appear. **From the Dashboard** Click the Add new deal button. Useful when starting your day or capturing something quickly. **From the Deals board** Click the **+** button in any pipeline stage. The deal is created directly in that stage, immediately aligned with where it belongs. **Using the keyboard** Press **D** anywhere on the Deals page to create a new deal. Fastest way when working through conversations during the day. **What happens when you create a deal** * A contact is created automatically * A company is created and linked * The deal is placed in the selected pipeline and stage * You can immediately add notes, set a reminder, assign a value and customize fields There is no required setup step after creation. You can fill in details later if needed. ### Editing deals You can edit deals at any time. **Click to open** Click any deal card to open the full deal detail. Update fields, notes, reminders, stage or any custom field. **Keyboard shortcuts** Hover over a deal card and use shortcuts for faster interaction: * **E** to edit the deal * **R** to set or update a reminder * **A** to open the activity view * **W** to open the website * **S** to open social media * **C** to open the conversation link This allows you to update deals without breaking your workflow. ### Moving deals between stages Deals move visually through your pipeline. * Drag and drop deals between stages * Move deals as real progress happens * Reflect real-world movement instead of reporting status Stage changes do not affect reminders automatically. You control when the next action should happen. ### Reminders on every deal Reminders define the next action for every deal. They drive daily execution and momentum. **The core rule** Every open deal should always have a reminder. No reminder means no next action. No next action means the deal will slowly go cold. **Adding a reminder** * Hover the deal card and press **R** * Or open the deal and click the reminder icon * Pick a date from the calendar or use quick options: Today, Tomorrow, In 3 days, In a week, In 2 weeks, In a month * Add an optional reminder note for context * Save **Reminder notes** Each reminder can include an optional note. Useful for: * Context you need next time * What was discussed last * What to say or send next * Special conditions or timing details Notes live with the reminder, not buried in timelines. **Daily rhythm** Reminders power your daily workflow: * Handle overdue reminders first (red) * Handle today's reminders next (green) * Set the next reminder after each action * When no red or green remain, your work is done ### Activity logging Every deal stores a complete activity history. You can log: * Calls * Emails sent * Meetings held * Notes added * Tasks completed * Stage changes (automatic) All entries are timestamped and visible to teammates with access to the pipeline. Your team sees the same context you do without asking. ### Winning, losing and deleting deals From any deal card you can: * Mark a deal as **Won** * Mark a deal as **Lost** * Delete the deal entirely When a deal is won or lost: * It disappears from the active Deals board * The contact remains available in Contacts * The outcome is visible on the contact record and in Forecast Deleting a deal removes only the deal, not the contact. ### Multiple pipelines and filtering The Deals board supports: * Multiple pipelines inside one workspace * Switching pipelines instantly from the dropdown at the top * Filtering by: * All deals or only your deals * Reminder status (overdue, today, future, no reminder) * Pipeline and stage * Time-based urgency * Team visibility * Labels and tags This allows Fluid to be used for sales pipelines, client work, partner workflows or internal task coordination. For full pipeline customization (stages, probabilities, visibility), see Customize pipeline in the Getting Started section. ### Labels and tags You can color-code deals with labels for: * Hot leads * Cold leads * Specific deal types * Custom tags relevant to your workflow Labels appear on the deal card and can be filtered on the board. ### Conversation links Each deal can store a conversation link pointing to: * The original email thread * A LinkedIn message * A Slack thread * Any external conversation Press **C** while hovering a deal card to open the conversation link in a new tab. No more digging through your inbox to find the thread. ### Speed-first interaction The Deals board is optimized for speed: * Drag and drop stages * Hover-based actions * Keyboard shortcuts for everything common * Minimal clicks by design The goal is to spend time acting, not managing software. ### Why deals work this way in Fluid By structuring work around deals instead of records, Fluid keeps your focus where it belongs: * On active conversations * On follow-ups that move things forward * On execution instead of administration Pipelines organize work. Reminders drive action. Deals are where it all comes together. ### What to read next * Customize pipeline, structuring stages and probabilities * Customize deal cards, choosing what appears at a glance * Customize data fields, controlling what data is stored * Keyboard shortcuts, faster deal handling * Forecast, how deal data drives revenue visibility --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/features/deals.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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