The deal lifecycle
Every opportunity has a stage that tracks where it is in your funnel. Tenant users see the stage as read-only; stage changes are managed by Devaland on your behalf.
Stages
In funnel order:
- identified
- reviewing
- nda
- data_room
- diligence
- loi
- closing
Terminal outcomes:
- closed_won — the deal completed.
- passed — you decided not to proceed.
What you do at each stage
The product doesn't gate features by stage — you can upload documents and run briefs on an opportunity at any active stage. The stage is a status label so you (and Devaland) can see your pipeline at a glance.
Archiving
An opportunity can be archived to remove it from your active lists without deleting its data.
