Video walkthrough: Creating and managing deals
Watch this video to see how to create a deal, update its stage, and manage your sales pipeline.
Step 1: Create a deal
To track a new sales opportunity:
Go to Deals in the Sales & finance section of the sidebar.
Click + Create deal.
Enter deal details
Provide the key information for the opportunity.
Deal name – Enter a descriptive title (for example, Lavender Chocolate Bars – Market Co).
Company – Associate the deal with a specific account.
Value – Enter the expected deal value.
Owner – Assign the deal to a team member responsible for follow-up.
Step 2: Update the deal stage
Use the Status field to indicate where the deal sits in your pipeline.
Common stages include:
Lead – Initial contact has been made.
Qualified – The prospect is confirmed as a good fit.
Quoted – A proposal or quote has been sent.
Won / Lost – The final outcome of the deal.
Updating the stage keeps the pipeline accurate and helps your team prioritize opportunities.
Step 3: Add notes or custom fields
Additional information can help your team track deal progress.
Notes – Record important context, such as special terms or product requirements.
Custom fields – Add fields such as Region or Discount code if your team needs additional tracking data.
Step 4: View and manage your pipeline
Deals can be managed in two views:
Board view – Displays deals organized by stage.
Table view – Displays deals in a structured list.
Using board view
The Board view organizes deals into columns based on stage.
Each column represents a stage in your pipeline.
Drag and drop deals between columns to update their status.
Customize stages
Digit includes default stages, but you can modify them to match your workflow.
Click New stage.
Enter a stage name (for example, Samples sent or Contract review).
Click Save.
To reorder stages:
Click the three-dot menu on the stage header.
Select Move left or Move right.
Delete a stage
If a stage is no longer needed, delete it from the three-dot menu on the stage header.
📘 Digit Tip: A stage must be empty before it can be deleted. Move any active deals to another stage or close them before removing the column.
Managing deals through clear stages helps your team maintain visibility across the sales pipeline and keep opportunities moving forward.