When you turn on Deals, you don't start from scratch. Ontraport sets up a sales pipeline for you, with default fields, seven ready-made groups, and automations that keep every deal up to date. In this lesson, you'll see what each one does, so you can put them to work right away.
Deals is an app. To turn it on, click your profile icon, then Apps, and toggle on Deals. Apps need a Dynamic CMS package. As soon as Deals is on, Ontraport installs its automations, and they run behind the scenes.
Your pipeline is built on the Sales Stage dropdown. It comes preset with stages from New Prospect and Qualified Lead through to Closed (Won) and Closed (Lost). You can rename or rearrange them to match the words your team uses.
Each deal record holds the essentials: Deal Name, Primary Contact, Company, Sales Stage, Deal Value, Expected Win %, Expected Close Date, Actual Close Date, and Weighted Value. The Company field needs the Companies app.
On the System information tab are the fields your automations fill in for you: Deal Size, Expected Close Timeframe, and Recent Activity. You'll also see Calc Field, marked "Don't Remove." The weighted value automation needs it, so leave it in place.
To see the automations, hover over Deals in the navigation bar and open your automation maps. Their names start with "Deals app." Here's what each one does.
Calculate weighted value multiplies Expected Win % by Deal Value and saves the result as Weighted Value. That's the deal's value adjusted for how likely you are to win it.
When you set or change a deal's Expected Close Date, Update expected deal timeframe sets the Expected Close Timeframe field, and keeps it current as the date gets closer.
When a deal is closed as won, Update actual close date fills in the Actual Close Date for you.
Set deal size color field sorts each deal by its Deal Value. Up to $1,000 is small, under $10,000 is medium, and over $10,000 is large. Cards get a matching color, so big deals stand out. To change the thresholds, edit the "Deal is this value" conditions in that map.
Time since last activity color field watches when each deal was last active. Recent Activity turns green if the deal was active in the last week, yellow if it was active in the last month, and red if it's been more than a month. After 45 days with no activity, the deal is marked inactive. If there's new activity on it later, a "New activity on dormant deal" task goes to a team member, so nobody misses it.
Deals also comes with seven groups. Pick one from the group dropdown, and it opens in Card View with its own columns.
Active deals shows every active deal, with a column for each sales stage. New deals today and New deals — Last 7 days show what just came in, so your reps can follow up fast. Expected to close soon shows deals with an expected close date in the next two weeks. Deals won — Last 7 days shows your recent wins, colored by deal size. Expected close dates sorts every deal that has a close date into columns by Expected Close Timeframe. And Sort by deal size uses those same timeframe columns, with a deal-size color on each card.
You can build your own groups too. In Deals, click New group next to the group dropdown, then choose a field, a condition, and a value, like deals closing this week. And you can customize the default stages, fields, and automations to fit how your team sells.
So: Deals gives you a preset pipeline, seven groups to focus your view, and automations that keep weighted value, close dates, deal size, and activity up to date on their own. Next up, you'll use that data to make pipeline projections.