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Working deals: pipelines, stages, and winning

3 min read · Updated Jul 28, 2026

A deal is how Current tracks a piece of business from first conversation through won or lost. Every deal lives in one of four pipelines, moves through stages on a board, and — when it's won — can hand straight off into a project.

The deals list. The tabs across the top split your four pipelines — New Logo, Expansion, Renewal, Projects — and the summary band totals new, net, one-time, renewed, and weighted revenue. Filter by stage, owner, value, or close date.

The four pipelines

PipelineWhat it's for
New LogoBrand-new customers
Expansion (nMRR)Additional recurring revenue from an existing customer
RenewalContract renewals coming up on an account
ProjectsOne-time project work, whether or not it comes with recurring revenue

Creating a deal

  1. 1
    Open the company record
    Find the account this deal belongs to — every deal is tied to a company.
  2. 2
    Click Start Opportunity
    Or use the quick-create button from the deals board directly.
  3. 3
    Pick the pipeline and enter the basics
    Name, amount (one-time and/or recurring), and a projected close date.
  4. 4
    Save
    The deal lands in the first open stage of its pipeline and shows up on your board and in Sales Home.
Note
The company search reaches every company you can see
Typing in the New deal window's company box searches every company your permissions allow, including the ones synced from your PSA. Search starts at two letters — under that Current says "keep typing" rather than showing an empty list, because a blank result reads as "no such company" and invites a duplicate. If the search itself fails you're told so plainly, again so nobody creates a second copy of an account that already exists. There's a "New company" escape hatch right below the results for a genuinely new one.

The board and the list view

The Deals page shows a drag-and-drop board of open deals, one column per stage. Everyone with deal access sees the whole workspace's board — Account Executives included — with a Mine chip (and, for leadership, per-person and team filters) to focus on your own; editing a deal still requires owning it or working its account. Switch the status filter to Won, Lost, or All and Current swaps to a list view instead — a kanban board only makes sense for deals still in motion. Each card shows the partner, the MRR/one-time split, how long the deal has sat in its current stage, and the owner.

Marking a deal won or lost

Drag a deal into the Won or Lost zone (or use the action from the deal drawer) and Current opens a short dialog to capture why. A lost reason is required — Current won't let a deal close as lost without one, since that reason is what feeds pipeline reporting later. A won reason is optional but encouraged.

What happens when you win

Winning a deal is the one moment Current celebrates out loud — a short animated burst on the card when you mark it won (a quieter glow if you have reduced motion turned on). If the deal has a signed quote attached, winning routes you into the same guided wizard used to turn a won quote into a project: pick whether the work becomes a Current project or a support ticket, review the tasks and phases the wizard proposes, and confirm. Nothing is created in your PSA until you confirm that final step. See "ScalePad Quoter: turn won quotes into projects and charges" for the wizard walkthrough.

Note
Renewals can create themselves
As a contract's end date approaches, Current can auto-create a Renewal-pipeline deal for the account owner so a renewal never gets missed for lack of a reminder.
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