Not signed in. Log into the leads CRM in this tab, then come back — the session carries over.
Deals schema not applied. The deals table and its views are missing in this database —
run wudfe-master-schema-2026-08-03.sql once in Supabase → SQL Editor, then refresh.
Lead search below still works; deals cannot be saved until the schema lands.
Bases — open pipeline & win rate from deal_stats;
Closed Won bucketed on deals.closed_at (IST);
overdue measured against deals.expected_close_date.
Charts and trend analysis live in Analytics.
New deal
Find the lead
A deal always hangs off a lead. Searches live leads only.
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Deal title
Value (₹, incl. GST) *
Expected close date *
Link a quote (optional)
Notes
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Deal—
Status
Any status can be picked at any time, in either direction — a Closed Won
or Declined deal can be re-opened, and the database clears
closed_at when it is.
EditEditable at every status
Deal title
Value (₹)
Expected close
Quote sent
Declined reason
Notes
Every field above saves at any status, Closed Won and Declined included.
The declined reason is only retained while the status is Declined — the database
clears it on any other status.
Quote
Status changes are audited in the database; Closed Won / Declined stamp
closed_at automatically. A lead can hold only one open deal —
close this one to start another.