Automattic CRM
Glossary

What is Deal?

A potential or closed sale

A deal (or opportunity) is a tracked attempt to win revenue from a contact or company. Deals move through pipeline stages until won or lost.

Why it matters

Deals are the unit of sales work.

Putting it to work

AutomatticCRM ships every concept above as a first-class feature — pipelines, scoring, tickets, AI agents. Try it free.

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