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Sales FAQ

Common questions about using the sales features in SalesOS.
There are several ways to create a deal:
  1. Click + New Deal at the top of the Pipeline view
  2. Press N on your keyboard while on the Pipeline page
  3. Convert an existing lead by opening it and clicking Convert to Deal
  4. Use the API to create deals programmatically
Fill in the deal name, value, expected close date, and initial stage, then click Create.
Yes, but only administrators can modify pipeline stages. Go to Admin > Pipeline Settings to:
  • Add, remove, or rename stages
  • Reorder stages
  • Set probability percentages for each stage
  • Define required fields per stage
If you are a sales rep and need stage changes, request them from your administrator.
  1. Go to Leads and click Import
  2. Download the CSV template
  3. Fill in your lead data following the template format
  4. Upload the CSV file
  5. Map your columns to SalesOS fields
  6. Review the preview and click Import
The system validates data and flags duplicates. Maximum 5,000 leads per import.
When you close a deal as won:
  • The deal moves to the Closed Won stage
  • You earn gamification points (base points + value bonus)
  • A notification is posted to the #wins channel
  • Any automation workflows configured for deal.won trigger
  • The revenue counts toward your stats and forecasts
  • If Omie integration is active, invoice generation may be triggered
Yes. Open the closed deal and click Reopen Deal. Select the stage you want to return it to. The deal reappears on the pipeline board. Note that reopening a deal does not reverse the gamification points that were already awarded or deducted.
Leads can be assigned in three ways:
  • Manual — The creator or an admin assigns the lead to a specific rep
  • Round-robin — New leads are automatically distributed evenly across team members
  • Weighted — Leads are distributed based on weights (capacity) assigned to each rep
Your admin configures the distribution method in Admin > Teams > Lead Distribution.
A lead is a potential customer who has shown interest but has not entered your sales pipeline yet. Leads are in the qualification phase.A deal (or opportunity) is an active sales opportunity with an estimated value and expected close date, managed on the pipeline board.When a lead is qualified, you convert it to a deal. The lead data carries over to the new deal record.
Visibility depends on your role:
  • Sales Rep — You see your own deals only (unless others share deals with you)
  • Manager — You see deals for everyone on your team
  • Admin — You see all deals across the organization
Your admin can create custom roles with different visibility rules.
On the Pipeline or Deals list view:
  1. Click the Filter button
  2. Select filter criteria (stage, owner, value range, date, tags, etc.)
  3. Apply the filters
  4. Optionally click Save View to save the filter combination for quick access later
Tags are labels you can apply to deals for organization and filtering. Common uses:
  • Product type (Enterprise, SMB, Startup)
  • Priority (Hot, Warm, Cold)
  • Campaign source (Q1 Campaign, Webinar Lead)
  • Any custom categorization
Add tags when creating or editing a deal. Filter by tags on the pipeline or list view.