Deals

How to Manage Deals in Mria CRM for Jira

The Deals module allows you to manage all qualified opportunities in your pipeline. Deals can be created from scratch or converted from Leads. You can track them in either Table view or Kanban view, depending on your preference.

📌 See Activities for details on Notes, Meetings, Tasks, Files, and Jira links.

1. Creating Deals

You can create a Deal in three ways:

➤ From scratch

Click Create Deal.
Fill in the required fields: Deal Name, Pipeline, and Pipeline stage.
Optionally link Contacts and Companies. Both fields accept more than one record, and both are optional — you can create the Deal first and attach people and organisations later.
Set the Assignee and Deal amount if you know them.
Click Create.

Contacts and Companies are no longer required. Earlier versions insisted on one of each before a Deal could exist, and on the Contact already belonging to the Company. Neither constraint applies now — useful when a deal lands before you know who you'll actually be dealing with, or when the opportunity spans several organisations.

➤ By converting a Lead

Leads can be converted into Deals.
Refer to the Lead to Deal Conversion page for details.

➤ By importing a file

Click Import Deals above the Deals list to bulk-create Deals from a spreadsheet. Bulk import is available for every entity — Leads, Contacts, Companies, Products and Deals.

The wizard has the same five steps as the other imports:

Upload File — drag in a .CSV or .XLSX file, up to 3 MB. A sample file is downloadable from this step if you want the expected column layout.
Map Fields — match your columns to Deal fields. Mria CRM auto-matches on similar names first, and Custom Fields on Deals appear in the list alongside the system ones.
Map Values — line up the values in list-backed columns, such as pipeline stage, with the ones configured in your workspace.
Review Details — check the row count and choose how duplicates are handled before anything is written.
Import File — the import runs, then a summary confirms how many records were added.

Every step, and the options on the review screen, are covered on Deals Import — including what the import may do with the Contact and Company columns in your file.

Deal imports and exports get their own Deals tab in Data Administration, where you can see who ran an import, when, how many rows it carried and whether it succeeded.

Note: You can enter both positive and negative Deal amounts. This can be useful when tracking refunds, discounts, or other adjustments within your pipeline.

2. Views

➤ Table view

Displays Deals in a grid with columns for Stage, Primary Company, Primary Contact, Assignee, Amount, Closing Date, and Last Activity.
Provides summary metrics at the top: Deals Created, Open Deals, Pipeline Value, Deals Won, Average Deal, and Win Rate.

Because a Deal can hold several Contacts and Companies, the table shows the Primary one of each — open the Deal to see the full list.

Export CSV: allows you to export the current list of Deals (based on applied filters and visible columns) as a .CSV file for external use.

➤ Kanban view

Displays Deals in columns by Pipeline Stage.
Stages include: New, Discovery, Pending, Negotiation, Proposal, Lost, Won.
Each card shows Deal Name, Company, Contact, Amount, Deal Probability, and Owner.
Deals can be sorted by Created date, Closing date, or Amount. Clicking the arrows toggles ascending/descending order.

Deals shown as a Kanban board, grouped by pipeline stage

➤ Pipeline selector

A Pipeline dropdown at the top of the Deals page lets you choose which pipeline's stages you're looking at:

Selecting an individual pipeline (e.g., Main Pipeline or Renewals) shows only the Deals in that pipeline, with that pipeline's stages.
Selecting All Pipelines aggregates Deals across every configured pipeline. Stages with identical names across pipelines (such as New, Won, Lost) are combined into a single column; stages that exist in only one pipeline appear as their own column.

The same Pipeline selector also surfaces on the Dashboard and in deal-based Reports.

📌 See Pipelines Configuration for setup details and the full All Pipelines aggregation behavior.

3. Deal Lifecycle

Open Deals
- Deals move through the pipeline stages (New → Discovery → Pending → Negotiation → Proposal). The stage bar at the top of the Deal view lets you jump straight to a stage.
Closed Deals
- A Deal can be closed as Won or Lost using the buttons at the bottom of the Deal view.
- During closure, you must confirm the Deal Amount and Closing Date.
- When marking a Deal as Lost, you can also choose a Reason for Loss from a predefined list (e.g., No budget, Chose competitor, Timing not right, etc.).
  This field is optional — you may leave it as None.
- If a reason is selected, it will appear in the Deal's details as an informational field for future reference.
- Closed Deals can be reopened if needed and will return to the pipeline.

Note: The Closing Date field is independent of when the Deal is actually marked as Won or Lost. You can set it to any date - past or future - that best reflects your sales process.

4. Deal probability

Each Deal has a Deal probability shown in the Deal Details panel.

Default value: the probability is taken from the current Pipeline stage probability (configured in Pipelines Configuration → Stages).
Manual override: you can change the probability for a specific Deal. This override affects only that Deal (it doesn't change pipeline stage settings).
Kanban weighted totals: in Kanban view, the Weighted amount is calculated using the Deal amount and Deal probability, and the Weighted total amount is the sum of weighted amounts across all visible Deals.
Average probability per stage: each column in Kanban view also shows the average Deal probability for that stage, calculated based on all Deals currently in the column. This helps quickly assess the overall likelihood of closing Deals at each stage.
Reports & filters: Deal probability is available as a filter criterion in the Filters → Advanced panel and as a metric in deal-based Reports.

5. Linked Data

➤ Contacts and Companies

A Deal can be linked to several Contacts and several Companies. Both live in their own collapsible panels on the right-hand side of the Deal view, with + Add Contacts and + Add Companies.

Each panel shows a count, so you can see at a glance how many people and organisations are involved.
One Contact and one Company are marked Primary, shown with a badge. The Primary records are what appear in the Primary Contact and Primary Company columns of the table view and on Kanban cards.
Neither is mandatory — a Deal can exist with no Contacts and no Companies at all.

Why several Companies? Multi-party deals are the reason — a partner or reseller alongside the end customer, a parent company and the subsidiary actually signing, or a procurement intermediary. Previously you had to pick one and record the rest in a note.

The Contacts you link also drive email: the To field in the composer on a Deal is pre-filled from the Deal's Contacts. See Gmail Integration / Outlook Integration.

📌 Tip: A Contact that is the Primary Contact on any Deal cannot be deleted. Reassign the Primary to another Contact on that Deal first.

➤ Activities

Notes, Meetings, Tasks, and Files related to a Deal appear on their own tabs in the Deal view, alongside Emails. See more details in the Activities page.

➤ Jira Links

Jira issues can be connected to Deals from the Linked items section and are visible in both CRM and Jira (in the right panel of Jira work items).

6. Custom Fields on Deals

Custom fields let your team capture extra information on every Deal beyond the standard fields. For example, you can add Next Step to log the immediate follow-up, Competitor to track who else is in the deal, or Use Case to record what the customer is buying for.

Custom fields are managed by administrators under Settings → Custom Fields. See Custom Fields for the full setup guide and field type reference.

Once a custom field is created on the Deal entity, it shows up in several places:

Deal detail view — populated values appear in the More fields section on the right-hand panel. Click any field to edit inline.
Table view — open the Customize table menu and toggle any custom field on to add it as an optional column.
Filters panel — every custom field appears under the Advanced tab as a filterable criterion (see Filtering Deals below).
CSV export — visible columns are included in the export, so custom fields show up in the CSV when they're toggled on in the table view.

Deals table view with the Customize columns menu open, listing standard and custom field columns

Change log: Every edit to a custom field is recorded on the Deal's Timeline tab — who changed which field, when, and the value before and after. History is preserved even after a field is deleted.

Carryover from Lead: When a Lead is converted into a Deal, custom fields with the same name and same type on both entities carry their values over automatically. See Lead to Deal Conversion for the full rule.

7. Filtering Deals

To help you quickly narrow down your list of Deals, you can use filters available in both Table and Kanban views. The Filters panel has two tabs:

Basic — the standard filter set, always available.
Advanced — every custom field on the Deal is automatically available here as a filterable criterion. The available comparators depend on the field type (for example, dropdowns use is any of, numbers use is greater than, dates use is on or before).

Available Basic filters include:

Pipeline Stage (Table view only) – view only Deals in specific stages (e.g., New, Negotiation, Proposal).
Assignee – show only Deals assigned to you or selected team members.
Tags – filter by custom tags.
Deal Type, Source, Product, Age, Created Date – refine your list further with additional options.
Deal probability – filter Deals by their probability percentage (useful for spotting at-risk Deals or focusing on near-certain ones).

📌 Filters are optional. They don't change your Deals, just how they're displayed in the list.

8. Cloning Deals

Mria CRM allows you to quickly create a new Deal based on an existing one using the Clone Deal option in the ⋯ menu of the Deal view.

When you select Clone Deal, the newly cloned Deal opens immediately in full view so you can start making adjustments right away.

The cloned Deal includes:

The same Deal name, prefixed with "CLONE – " (you can rename it at any time).
Pipeline stage reset to the first stage of the pipeline (e.g., New).
All key Deal details, including:
- Closing date
- Linked Jira work items
- Confluence and Web links
- Products
- Primary and secondary Contacts
Deal age reset to 1 day, as it is treated as a newly created Deal.

Important: Activities are not cloned. Tasks, Meetings, and Notes from the original Deal will not carry over.

9. Deleting a single Deal

To delete one Deal, open the ... menu in the top right corner of a Deal full view and select Delete.

✅ Deals can be hard deleted at any time.
The Deal itself is removed, but history in linked Contacts and Companies remains.

10. Bulk actions

From the table view you can update or delete many Deals at once — re-assigning a territory, moving a batch of stalled Deals to a new stage, or clearing out test records.

➤ Selecting Deals

Apply Filters if you want to target a specific set — for example every Deal in a pipeline you're retiring.
Tick the checkbox on each row. The header checkbox selects every Deal on the current page.
A bulk actions bar appears at the bottom showing the count, for example 2 selected. Click Select all N in that bar to extend the selection to every Deal matching your current filters.
The × at the end of the bar clears the selection.

The count in the bar is the number you're about to act on. Read it before you click anything — it is the difference between changing a page and changing the whole filtered set.

➤ Edit fields

Click Edit fields to open a panel that applies your changes to every selected Deal.

Every field starts at Keep as is, so nothing changes unless you deliberately set it.

Fields available on Deals:

Assignee
Deal type
Source
Pipeline stage
Tags

Single-value fields (Assignee, Deal type, Source) also offer a Clear link to empty them across the selection. Tags offers the multi-value choices — Add new, Replace all, Find and remove, and Remove all — described on the Leads page.

Below the fields, Add links attaches the same link to every selected Deal — a Jira work item, Jira space, Jira board, Confluence page, or Web link.

Click Next to review, then confirm to apply.

Deal amount, probability, and closing date are not bulk-editable, and neither are Products — these carry per-Deal pricing and forecasting that rarely make sense to set identically across a batch. Edit them on the individual Deal.

➤ Delete

Click Delete in the bulk actions bar and confirm. If any record in the selection can't be deleted, it is skipped and the rest of the batch continues.

Bulk delete is permanent and cannot be undone. Review your filters and the selected count before confirming.

Bulk actions work the same way on Leads, Contacts, Companies, and Products.