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

# Managing Deals

> Track and manage your sales opportunities visually using a Kanban board or a detailed list view.

**Want to Manage Deals? [Go to the AdsEra Deal Page →](https://app.adsera.in/dashboard/crm/deal)**

The **Deals** page is the heart of your CRM, providing a visual representation of your sales process. Here, you can track the progress of each sales opportunity (a "deal") as it moves through the stages of your [Pipelines](/help/crm/pipeline), from initial contact to a final win or loss.

### List View vs. Kanban View

You can visualize your deals in two different ways using the toggle buttons at the top of the page:

* **List View (📝):** A traditional table layout that provides a detailed, sortable list of all your deals. This view is great for seeing specific data points like `Subtotal`, `Discount`, and `GST` in a structured format.
* **Kanban View (📋):** A visual board that organizes your deals into columns representing each stage of your selected pipeline. This is the default and most popular view for tracking sales flow.

![The Deals page in Kanban view.](https://sgp1.digitaloceanspaces.com/whatsera/7a3c2d29-719c-4191-af3f-47d9c285f53d_deal.png)

***

## The Kanban View

The Kanban view is designed for an active, visual approach to sales management.

#### Filtering Your View

At the top of the board, you can filter the deals that are displayed:

* **Select a Pipeline:** Choose which sales pipeline you want to view from the dropdown. The columns on the board will update to show the stages of the selected pipeline.
* **Date Range Filters:** Filter deals by their **Create Date** or **Close Date**.
* **Search:** Find a specific deal by its name or description.

#### Anatomy of a Kanban Column

Each column on the board represents a **stage** from your selected pipeline (e.g., `Created`, `Demo`, `Negotiation`).

* **Stage Title & Deal Count:** The header of each column shows the stage name and the number of deals currently in it.
* **Total & Weighted Value:** At the bottom of each column, you'll find:
  * **Total:** The sum of the total value of all deals in that stage.
  * **Weighted:** The total value multiplied by the stage's win probability (set in the [Pipeline settings](/help/crm/pipeline)). This provides a forecast of expected revenue.

#### Managing Deals with Drag-and-Drop

The power of the Kanban view is its simplicity. To move a deal from one stage to the next, simply **click and drag the deal card** and drop it into a new column. The Total and Weighted values for the columns will update automatically.

***

## Creating and Editing a Deal

Clicking the **"+ New Deal"** button or editing an existing deal opens a side panel where you can manage all its information.

![The Create/Edit Deal side panel.](https://sgp1.digitaloceanspaces.com/whatsera/4ed0d9ed-9bc3-4544-b1ff-c8a13987183e_deal_edit.png)

<AccordionGroup>
  <Accordion title="Core Deal Information">
    * **Title & Description:** Give your deal a clear name and add any relevant notes.
    * **Contact:** Associate the deal with a specific contact from your audience list.
    * **Select a stage:** Assign the deal to its current stage within the pipeline.
    * **Closing Date:** Set an expected closing date for sales forecasting.
  </Accordion>

  <Accordion title="Products & Value">
    This is where you add the products or services the deal is for.

    1. Select a **Currency**.
    2. Click **"+ Add Product"** to add a line item.
    3. Choose a product from your [Product Catalog](/help/crm/product).
    4. Enter the **Quantity** and adjust the **Unit Cost** if needed. The Product Total will calculate automatically.
    5. Repeat for all products in the deal.
  </Accordion>

  <Accordion title="Financials (Subtotal, Discount & GST)">
    * **Subtotal:** Automatically calculated from the sum of all product totals.
    * **Discount:** Apply a discount amount to the subtotal.
    * **GST:** Toggle the GST switch on to add tax. You can then select the GST type (`IGST` or `SGST`) and enter the percentage. The final tax amount and **Total** are calculated for you.
  </Accordion>
</AccordionGroup>

Once all details are filled in, click **"Create"** or **"Save Changes"** to add the deal to your pipeline.