> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellikon.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline and deals

> See where every contact stands, and track the revenue opportunities that come out of your conversations.

**Pipeline** shows your contacts as cards on a board, one column per stage, so you can see at a glance who is new, who has been contacted and who has replied. **Deals** does the same for revenue opportunities, with the value of each deal and a forecast weighted by stage.

## Read the pipeline

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/pipeline.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=fae39b07febf34d29b6367dd342f5efa" alt="The Pipeline board, with a column for each stage." width="2880" height="1800" data-path="images/pulse/pipeline.png" />
</Frame>

Select **Pipeline**. Each column is a stage and each card is a contact, with their company and how long they have been in that stage. Use the search box and filters to narrow the board. To move a contact to another stage, drag their card to that column.

The card now sits in its new column. Next, [create a deal](#create-a-deal) for a contact worth pursuing.

## Create a deal

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/new-deal.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=78e72eb5b5b7cce6e22ffb900718969a" alt="The New deal form, empty." width="1040" height="1232" data-path="images/pulse/new-deal.png" />
</Frame>

<Steps>
  <Step title="Start a deal">
    Select **Deals**, then **New deal**.
  </Step>

  <Step title="Link it">
    Choose the **Contact**.
  </Step>

  <Step title="Name it">
    Give the deal a **Title**.
  </Step>

  <Step title="Set the stage">
    Choose the **Stage**.
  </Step>

  <Step title="Set the timing">
    Choose the **Expected close** date.
  </Step>

  <Step title="Add its value">
    Enter the **Value**.
  </Step>

  <Step title="Create it">
    Select **Create deal**.
  </Step>
</Steps>

The deal appears on the board in the stage you chose. To move it on, drag it to another column. Next, [send a quote](/products/pulse/quotes).

## See a deal's quotes

Select a deal to open it, then select **Quotes**. The tab lists every quote attached to the deal. Select **Create quote** to start a new quote with this deal already attached. Next, [read the numbers](#read-the-numbers).

## Read the numbers

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/deals.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=e137c7f03ec522f1d06e76b50c28e2d1" alt="The figures at the top of Deals, with the view switches, the filters and the stage bar." width="2240" height="740" data-path="images/pulse/deals.png" />
</Frame>

The figures above the board show your **Open pipeline value**, a **Weighted forecast** that counts each deal at its stage's probability, the **Avg days in stage**, and your **Closed won value** with win rate. Use **All open deals** or **Closing this quarter** to switch views, and the filters to narrow by account, status or owner. Next, [send a quote](/products/pulse/quotes).