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User Interface

Integrations

Deals

Overview

Deals represent qualified business opportunities with an estimated value and expected close date. Deals are typically created from converted Leads and can progress through pipeline stages. Deals can have associated Products, and can generate Quotes.

Model: VentureDrake\LaravelCrm\Models\Deal Table: {prefix}deals (default: crm_deals)

Attributes

Attribute Type Description
external_id string UUID used in URLs (auto-generated)
deal_id string Unique deal identifier
title string Deal title
amount integer Deal value (stored in cents)
currency string Currency code
description text Detailed description
expected_close datetime Expected close date
closed_at datetime Actual close date
closed_status string Won/lost status
person_id integer Associated person
organisation_id integer Associated organisation
client_id integer Associated client
user_owner_id integer Owner user
user_assigned_id integer Assigned user
pipeline_id integer Pipeline
pipeline_stage_id integer Current pipeline stage

Note: The amount attribute is stored in cents. The mutator automatically multiplies by 100 on set.

Relationships

Method Type Related Model Description
person() belongsTo Person Contact person
organisation() belongsTo Organisation Organisation
client() belongsTo Client Client
dealProducts() hasMany DealProduct Line items
pipeline() belongsTo Pipeline Pipeline
pipelineStage() belongsTo PipelineStage Pipeline stage
labels() morphToMany Label Labels/tags
customFieldValues() morphMany FieldValue Custom field values
ownerUser() belongsTo User Owner
assignedToUser() belongsTo User Assigned user

Creating a Deal

use VentureDrake\LaravelCrm\Models\Deal;

$deal = Deal::create([
    'title' => 'Website Redesign',
    'amount' => 10000, // Stored as 1000000 (cents)
    'currency' => 'USD',
    'expected_close' => '2026-06-30',
    'person_id' => $person->id,
    'organisation_id' => $organisation->id,
    'user_owner_id' => auth()->id(),
]);

Searching & Filtering

Deals are searchable by deal_id, title, and associated person/organisation names. Filterable by user_owner_id and labels.id.

Views

Deals support both list view (paginated table) and board view (Kanban-style pipeline stages). Toggle between views using the view switcher.

Traits

Trait Description
SoftDeletes Soft delete support
BelongsToTeams Multi-tenant team scoping
HasCrmFields Custom field support
SearchFilters Search and filter capabilities
HasCrmActivities Activity timeline tracking
HasGlobalSettings Global settings access