Working with deals
Deals are the core of Mantle Sales. Each deal represents a sales opportunity—a potential customer you're working to convert. This guide covers everything you need to know about creating and managing deals.
Creating a deal
There are several ways to create a new deal:
- From the Pipeline page, click the "+" button
- From a Customer profile, click "Create deal" in the Sales section
- From a list, select a prospect and create a deal from the actions menu
Deal properties
When creating a deal, you can set the following properties:
| Field | Description |
|---|---|
| Name | A name for the deal (e.g., "FiveFriends, Inc.") |
| Amount | The expected deal value in your preferred currency |
| Deal flow | Which sales process this deal follows |
| Stage | The current stage within the deal flow |
| Relationship owner | Team member responsible for this deal |
| Point of contact | The customer contact you're working with |
| Acquisition channel | How this deal was sourced (inbound, outbound, etc.) |
| Acquisition source | Specific source for inbound deals (website, app store, etc.) |
| Start date | When you first engaged with this opportunity |
| Target close date | Expected close date for forecasting |
| Notes | Free-form notes about the deal |
Deal details
Click on any deal to open its detail view. Here you'll find:
Deal information
The main panel shows all deal properties including:
- Deal name and value
- Current stage and deal flow
- Owner and contact information
- Acquisition source
- Key dates
- Custom data fields
Deal timeline
The timeline shows the complete history of the deal:
- Stage changes with timestamps
- Activities logged (calls, emails, meetings)
- Notes added
- Property changes
This gives you a complete audit trail of every interaction with the deal.
Editing deals
To edit a deal:
- Click on the deal card in the pipeline, or find it in the customer view
- Make your changes in the edit modal
- Click Save to apply changes
You can edit any deal property at any time. Changes are tracked in the deal timeline.
Changing deal stage
There are two ways to change a deal's stage:
- Drag and drop – In the pipeline view, drag the deal card to a new column
- Edit modal – Open the deal and select a new stage from the dropdown
When you change a deal's stage, Mantle records the change with a timestamp. This data powers your sales velocity metrics and forecasting.
Custom data fields
You can add custom fields to deals to track information specific to your business. Configure custom fields in Sales Settings → Custom Data.
Custom fields appear in:
- The deal edit modal
- The deal details panel
- Pipeline filters (for supported field types)
Deal owners and contacts
Relationship owner
The relationship owner is the team member responsible for the deal. This person:
- Appears on the deal card in the pipeline
- Can filter the pipeline to see only their deals
- Receives notifications about deal activity
- Earns commission if configured
Point of contact
The point of contact is the person at the customer's company you're working with. Contacts can be:
- Selected from existing customer contacts
- Created on the fly when adding a deal
Having a contact attached to a deal helps you track who you're communicating with and maintain relationship context.
Deals and customers
Deals are linked to customers (companies/merchants). When you create a deal:
- If the customer exists, the deal is associated with them
- If it's a new prospect, you can add domain information to identify them
All deals for a customer appear in the Sales tab of their customer profile. This gives you a complete view of your sales history with each customer.
Archiving deals
When a deal is no longer relevant, you can archive it instead of deleting it. Archived deals:
- Don't appear in the default pipeline view
- Can be viewed by enabling "Include archived" in filters
- Can be restored at any time
- Are preserved for historical reporting
To archive a deal, open the deal details and select Archive from the actions menu.
Best practices
Keep deal values accurate
Update deal amounts as you learn more about the opportunity. Accurate values lead to better forecasting and pipeline health metrics.
Log activities consistently
Record calls, emails, and meetings as activities. This creates a timeline that helps you and your team understand the deal context.
Use target close dates
Setting target close dates helps with forecasting and identifies deals that may be stalling.
Assign owners
Every deal should have an owner. This ensures accountability and makes it easy to filter the pipeline by team member.
Next steps
- Creating deal flows – Build custom sales processes with stages
- Managing your pipeline – Work with deals in the pipeline view