Mission 2: Build Your Pipeline

What you’ll learn

• How to create a new deal on an account
• How to set deal value and expected close date
• How to move deals through pipeline stages

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Step 1: Create a Deal

1. Navigate to Accounts in the left sidebar and select the account you researched in Mission 1.

2. Click the Deals subtab on the account detail page.

3. Click + New Deal to open the deal creation form.

4. Fill in the required fields:

   • Deal Name — a short, descriptive name (e.g., “Acme Corp - Enterprise License”)
   • Deal Value — the expected contract amount
   • Expected Close Date — your target close date
   • Stage — select Discovery as the starting stage

Tip

Use a consistent naming convention for deals across your pipeline. Including the company name and product makes it easy to scan your deal list at a glance.

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Step 2: Set Deal Details

1. After creating the deal, click into it to open the deal detail view.

2. Review and update these fields as your deal progresses:

   • Deal Value — adjust as scope changes during negotiation
   • Expected Close Date — update when timelines shift
   • Owner — confirm you are assigned as the deal owner

3. Add any relevant notes by clicking Add Note at the bottom of the deal view.

Tip

Keep deal values and close dates current. Stale data leads to inaccurate forecasts — update after every meaningful conversation.

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Step 3: Move Deals Through Stages

The default pipeline stages are:

Stage	When to Use
Discovery	Initial conversations, qualifying the opportunity
Qualified	Budget, authority, need, and timeline confirmed
Proposal	Proposal or pricing sent to the prospect
Negotiation	Active contract or terms negotiation
Closed Won	Deal signed and closed
Closed Lost	Deal lost or disqualified

1. From the deal detail page, click the Stage dropdown.

2. Select the next stage that matches your deal’s current status.

3. Confirm the stage change — the Stage Entry Date updates automatically so you can track how long each deal spends in each stage.

Tip

You can also move deals via Copilot. Try: “Move the Acme deal to Proposal stage” for faster updates between calls.

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Mission Complete Checklist

• Created at least one deal on a target account
• Set deal value and expected close date
• Moved the deal through at least one stage change
• Verified the stage entry date updated automatically

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Next mission: Mission 3: Leverage AI for Selling — Use Copilot, AI email generation, and meeting transcripts to accelerate your deals.