Deals

Overview

Deals track sales pipeline entries from initial discovery through to close. Each deal links to an account and optionally to a contact.

Frontmatter Schema

---
uid: acme-crm-integration
account: acme-corp
contact: sarah-chen
stage: proposal
value: 50000
expected_close: 2024-06-30
---

Field	Type	Required	Description
uid	string	Yes	Unique identifier
account	string	Yes	Account slug reference
contact	string	No	Contact slug reference
stage	'discovery' | 'proposal' | 'negotiation' | 'closed-won' | 'closed-lost'	Yes	Pipeline stage
value	number	No	Deal value
expected_close	date	No	Expected close date
actual_close	date	No	Actual close date
lost_reason	string	No	Reason for lost deals

File Location

src/content/deals/acme-crm-integration.md

Slug format: kebab-case

Pipeline Workflow

Lead account → Deal (discovery → proposal → negotiation → closed-won)
→ Account type changes to client

Conversion from lead to client is manual — edit the account frontmatter from type: lead to type: client.

Example Entry

---
uid: acme-crm-integration
account: acme-corp
contact: sarah-chen
stage: proposal
value: 50000
expected_close: 2024-06-30
---

CRM integration project for Acme. Proposal sent 2024-03-15.

Next steps:
- Follow up with [[sarah-chen]] on technical requirements
- Schedule demo for engineering team

Related Collections

• Accounts — The organization this deal is with
• Contacts — The person involved in this deal

Commands

Command	Description
/mybuddy.deal.create	Create a new deal
/mybuddy.deal.view [slug]	View deal detail
/mybuddy.deal.edit [slug]	Edit deal fields
/mybuddy.deal.list [filters]	List deals (filter by stage, account)
/mybuddy.deal.delete [slug]	Delete with confirmation