Intro to Deals

Deals represent opportunities in GrowthOS from new business to renewals, upsells, and cross-sells. This lesson walks you through creating a deal, setting its stage and value, assigning ownership, and linking it to accounts and related tasks. You’ll see how the Kanban board helps track every stage of the deal lifecycle, from first contact to win or loss, and how deal analytics provide visibility into pipeline health and team performance. We’ll also cover use cases like renewals, pipeline forecasting, and account-based management. With Deals, you can align daily actions to long-term revenue outcomes.