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Deals

Deals track revenue opportunities from first touch to payment. Anchor CRM's pipeline goes beyond closed-won — it follows the engagement through delivery and invoicing.

Pipeline stages

Deals move through eight stages:

  1. lead — new, unqualified opportunity
  2. qualified — vetted and actively worked
  3. proposal — proposal sent, awaiting decision
  4. won — agreement reached, work not yet started
  5. contract_active — work in progress
  6. pending_invoice — work complete, awaiting invoicing
  7. paid_complete — invoiced and paid
  8. lost — opportunity lost (terminal)

The Kanban board at /dealsvisualizes the pipeline; dragging a card updates its stage. Marking a deal's invoice as paid can automatically advance the deal to paid_complete.

Contract types and value

  • Value — stored as integer cents with a currency (default USD).
  • Contract type — fixed, hourly, milestone, or retainer. Hourly contracts carry an hourly rate and estimated hours, which drive time-entry billing.
  • Ownership — each deal can have an owner and a linked company.

Connected records

Deals are the hub of delivery: tasks, time entries, notes, and invoices all reference a deal. Generating an invoice from approved time entries (see the Invoices API) groups tracked time into line items automatically. Recurring invoice schedules can also be configured per deal.

API access

Deals are fully manageable over the REST API with the deals:read and deals:write scopes. See the Deals API reference.