## Overview

A **deal** in the ConversaLabs CRM is much more than a title and a stage. Each deal brings together the
elements that tell the full story of the opportunity:

- **Notes** — internal team records about progress.
- **Attachments** — related files (proposals, contracts, receipts).
- **Checklists** — tasks to complete, with a done/total counter.
- **Line items** — catalog products and quantities, with the price captured when the line is added.
- **Value** — the deal amount, which can be **automatic** (summed from line items) or **manual** (typed
  by you).

When you add line items, the platform calculates the **deal value automatically** by summing each line
total. This turns the deal into a small, consistent **quote**.

## Prerequisites

- The **CRM (pipelines)** module enabled and a deal already created.
- Permission to **edit CRM records** to change notes, attachments, checklists, items and value.
- To pull items from the catalog, the **Catalog** module with products in place.

## Step by step

### Add notes and attachments

1. Open the deal in the CRM.
2. In the workspace, select **Add note**. The composer stays available in both **History** and
   **Saved notes**, without creating a second draft.
3. Write the context of the conversation or decision and select **Save**. With focus in the editor,
   you can also use `⌘/Ctrl + Enter`.
4. Use **History** to follow deal changes and filter by stage, agents, links, notes or edits. Use
   **Saved notes** to review, edit, delete or load older notes.
5. Before deleting a note, confirm carefully: deletion is permanent and cannot be undone.
6. Attach relevant **files** to the deal to keep everything in one place.

> The active tab and filter are kept in the page address. Reloading or sharing the link opens the
> workspace in the same context.

### Create a checklist

1. In the deal, open the **checklist** section.
2. Add the items that must be completed (e.g., send proposal, schedule meeting).
3. Check each item as you go; the platform shows the completed total.

### Build the quote with line items

1. In the **line items** section, select an available catalog product.
2. Set the **quantity** and add the line. The unit price is captured from the catalog.
3. The platform computes the **total of each line** and adds it all into the **deal value**.
4. To return to a manual value, **remove** the line items.

## Settings & options

- **Automatic vs manual value**: if any line item exists, the value becomes **automatic** (sum of the
  lines). With no line items, you set the value **manually**.
- **Editing the quote**: on this screen, the product and price come from the catalog; to correct a line,
  remove it and add it again with the desired product and quantity.
- **Single currency per deal**: all lines use the deal's currency; the first line sets the currency.
- **Catalog snapshot**: when you add a catalog item, the name and price are **frozen** at that moment —
  editing the product in the catalog later does **not** change a quote you already built.
- **Counters**: the deal shows counts of notes, attachments and checklist items (done/total).
- **Per-deal draft**: switching between History and Saved notes preserves the text; navigating to
  another deal uses a separate draft so content cannot be recorded in the wrong place.
- **History in the account timezone**: history dates and day groups follow the timezone configured
  for the account.

## Use cases

- Build a proposal inside the deal itself, with catalog products and quantities.
- Track a qualification checklist before advancing the stage.
- Keep the PDF proposal and receipts as attachments on the deal.
- Keep the pipeline value consistent with the customer's real quote.

## Tips, limits & best practices

- Prefer **line items** for quotes: the value stays correct and auditable.
- Since the catalog item is a **snapshot**, update prices in the catalog before building new quotes.
- Use **notes** for internal history and **attachments** for documents — don't mix the two.
- Keep the checklist lean and actionable; it guides progress through the stages.

## Troubleshooting

- **The value doesn't sum the items**: check that line items exist; with none, the value is manual.
- **I can't change the currency**: the currency is single per deal and set by the first line — remove the
  lines to reset it.
- **The price differs from the catalog**: the item keeps the price from the moment it was added (snapshot).
- **I don't see line items**: confirm the Catalog module is enabled and has products.
- **I can't find an older note**: open **Saved notes** and use **Load more notes** until you reach the
  record you need.
- **History is empty after applying a filter**: select **Clear filter**; the loaded pages may not
  contain matching events.
- **A note was not saved**: keep the editor open and try again. The draft remains with the deal while
  the page is open.

## See also

- [CRM: pipelines, kanban and deals](/hc/ajuda/articles/contacts-crm-crm-pipelines-kanban-negocios-en)
- [Companies and linking to contacts](/hc/ajuda/articles/contacts-crm-empresas-en)
- [Contacts and CRM overview](/hc/ajuda/articles/contacts-crm-overview-en)
- [Orders Registry in the CRM](/hc/ajuda/articles/contacts-crm-crm-orders-registry-en)