What is Deal?

What is Deal?

A deal (sometimes called an opportunity) is the unit of work in a sales pipeline: one possible sale to one customer. A deal record holds the value, the stage, who is responsible, the related contact or company, and the history of calls, emails and meetings that are moving it forward.

Deals differ from leads in intent: a lead is someone who might buy; a deal is a specific sale you are actively trying to close, usually after qualification. When a deal closes it is marked won, and the value lands in your reporting; when it dies it is marked lost, ideally with a reason so the process can learn.

Why it matters

Deals make sales measurable. Total open pipeline, average deal size, win rate and time-to-close are the four numbers that tell a business whether next month will be good, and all four come from deal records, not from memory. Lost-reason tracking turns failure into information: if half your deals die on price, that is a pricing conversation, not a sales-effort conversation.

How it works in Medivot

Deals in Medivot CRM sit on the pipeline board with custom stages, tasks, reminders and automation rules, linked to the contact's full timeline of emails, bookings, chats and webinar attendance. On plans with revenue attribution, reports follow the trail from first touch to won deal, so you can see which campaigns produce revenue rather than just clicks.

Related terms

• Sales pipeline: The ordered stages a potential sale moves through, from new lead to won or lost, shown as a board so you can see every open deal at once.
• Lead: A person or company that has shown interest in what you sell and given you a way to reach them, but has not bought yet.
• CRM (Customer Relationship Management): Customer relationship management: the practice, and the software, of keeping every interaction with every customer and prospect in one shared place.
• Customer lifetime value (CLV): The total revenue you can reasonably expect from one customer over the whole relationship, used to decide what you can afford to spend winning them.