Track a deal from prospect to won

Open a deal

1. Go to Sell → Deals and click New deal.
2. Pick the company. If it isn’t in your workspace yet, you can create it from the picker.
3. Name the deal, for example “Acme 2027 jersey sponsorship”. Set the stage, expected close date, estimated value, owner, and primary contact if you know them.
4. Click Open deal. The deal opens so you can add what you’re selling.

You can also open a deal when you add a company, by entering an opening deal value.

Move a deal through the stages

Open deals move through seven stages: Prospect, Contacted, Qualified, Proposal, Negotiation, Verbal, and Contracting. Every deal ends as Won or Lost.

On the Board, drag a card to another column. You can also open the deal and pick a stage from Move stage. Switch to Table to see deals as a list and filter by stage, including won and lost deals.

Add what you’re selling

Open the deal and add items: Add inventory for a single asset, Add package for one of your packages, or Add custom item for anything else. Set the quantity and price for each, then click Save changes.

The deal value can be the Total of the items or Set by hand. The items carry over to the agreement when you win the deal.

Mark a deal won or lost

1. Open the deal and save any changes first. The agreement is built from the saved deal.
2. Click Move stage and choose Mark won.
3. Check the Agreement title and confirm. SponsorFlo creates a draft agreement with the deal’s items and value, and a link to open it.

If the sponsor passes, choose Mark lost and add a reason if you want one. A lost deal can be reopened at any stage with Reopen. To clear a deal off the board without closing it, use Archive deal.