# Deal

> A deal is a potential order with a value, a stage and an expected close date. In CIRO NOISE it moves from lead through qualified, proposal and negotiation to won or lost, and it usually belongs to a company in the customer record.

- Page: https://www.ciro-noise.de/glossar/verkaufschance
- Deutsche Fassung: https://www.ciro-noise.de/glossar/verkaufschance.md

A deal, also called a sales opportunity, is an order you don't have yet but want to win. It has a title, a value, a stage and a date when you expect to close. That way you always see which business is within reach.

In CIRO NOISE you find deals in the Contacts feature under Deals. A deal usually belongs to a company and optionally to a contact person, and then also shows up in the customer record next to requests, quotes, invoices and meetings.

## How deals work in CIRO NOISE

Every deal moves through fixed stages: Lead, Qualified, Proposal, Negotiation and finally Won or Lost. CIRO NOISE derives a probability from the stage, from 10 percent for a lead to 80 percent in negotiation. If you enter your own probability, yours applies until the deal changes stage.

Moving a deal to Won or Lost closes it, and moving it back reopens it. For lost deals you record the reason, so you can see later why orders slip away. Fixed stages keep your reports comparable over the years.

## Connection to quotes and invoices

When a customer accepts a quote in the customer portal, the open deal of her company moves to Won by itself. When your team records the quote as declined, the deal moves to Lost with the quote number as the reason. This only happens when the company has exactly one open deal. If there are several, you decide in the record yourself, so nothing gets assigned to the wrong deal.

## An everyday example

Ms Sommer from Brandt & Söhne asks about a website relaunch through the web form. Lena creates the deal “Website relaunch” worth €18,000 and sets it to Qualified. After the meeting she sends the quote and moves the deal to Proposal. Three weeks later Ms Sommer accepts the quote online, and the deal shows Won without Lena having to remember it.

## Reports and permissions

The reports show your deals by stage and value. A separate permission controls who may see them, for example management only.

## Frequently asked questions about Deal

### What is a deal in sales?

A deal is a potential order a company wants to win, with a value, a stage and an expected close date. In CIRO NOISE a deal usually belongs to a company in the customer record.

### What stages does a deal have in CIRO NOISE?

A deal in CIRO NOISE moves through Lead, Qualified, Proposal and Negotiation and ends as Won or Lost. Each stage comes with a probability that you can override by hand.

### Is a deal marked as won automatically when the customer accepts the quote?

Yes, if the company has exactly one open deal. When the customer accepts the quote in the customer portal, CIRO NOISE sets that deal to Won, and to Lost when you record the quote as declined.

### What is the difference between a deal and a quote?

The deal describes the business you want to win and follows it from first contact. The quote is the document with line items and prices that you send to the customer and that she accepts or declines.

## Related terms

- [Quote](https://www.ciro-noise.de/en/glossary/quote.md)
- [Invoice](https://www.ciro-noise.de/en/glossary/invoice.md)
- [Meeting summary](https://www.ciro-noise.de/en/glossary/meeting-summary.md)

See the feature: https://www.ciro-noise.de/en/features/customers.md

## CIRO NOISE at a glance

- CIRO NOISE is a workspace for small businesses and teams of up to about 50 people: wiki, tasks, customer requests, finance with quotes and invoices, customers (CRM), meetings, knowledge with AI, social media, password vault, and time tracking behind one login.
- Price: the first 2 seats are free, with every feature. Each additional seat costs €25 per month plus VAT. No credit card to start.
- Privacy: servers and AI run in EU data centers, content never trains AI models, and permissions apply per person and feature.
- AI connection: Claude and other AI assistants connect through MCP, the open standard for AI tools, with exactly the permissions of the person.
- Provider: CIRO GmbH, Eching, Germany. Contact: hello@ciro.gmbh, phone +49 89 24 88 31 22.
