---
title: "Work with CRM deals: board, list, deal page and notes"
description: "How to work with your CRM deals day to day: the board, the list, each deal's page and notes. CRM is on the website only."
---

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# Work with CRM deals: board, list, deal page and notes

Once your CRM is set up (see *Get started with the CRM add-on*), here's how to work with your deals day to day. CRM is on the website only.

### Board or list

Go to **CRM** → **Deals** and use the view toggle.

- **Kanban board:** one column per stage, with the count, total amount and estimated cost. Drag a deal to move it, or use **…** → **Move to**. Under **Display**, **Amounts** and **Sort by** you can show priority badges, switch totals to profit, and sort.
- **List:** click **Columns** to choose what you see, including customer and contact details and your own properties.

Search with **Search deals**, and filter by **Deal owner**, stage, **Create date**, **Last activity** or **Archived**.

### The deal page

Open a deal to see:

- **Left:** stage, close date, owner, and **Financials** (amount, estimated cost, profit). Click **Customize** to choose fields.
- **Middle:** add notes and tasks, and see everything that happened. Filter by **Notes** or **Tasks**, by user or by time. Pin what matters.
- **Right:** the customer, their **Outstanding balance** and **Past due**, contacts, and linked estimates.

Changing the customer replaces the deal's contacts with the new customer's main contact.

### Change many deals at once

In list view, tick deals and choose **Assign**, **Edit** (one field for all) or **Archive**. In the archived view, **Restore** or **Delete** for good. Deleting also deletes the deals' notes.

### Who can do what

Owners and managers can do everything. Team members can view deals and add, edit or delete notes.

### If someone leaves your team

If a person's InvoiceQuick account is deleted, the deals assigned to them and the notes they wrote are deleted too. Before you remove someone, use **Assign** in list view to give their deals to another person. Their notes can't be kept.

### FAQ

**I clicked Delete on a deal page but it's in Archived.** That button archives the deal. To remove it for good, open **Archived** in the list, tick it and choose **Delete**.

**Can I add notes to a customer?** Notes can only be added to deals.

**Can I have a second pipeline?** Not at the moment.

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