Track deals with Opportunities and the pipeline

An opportunity is a deal on an account: a name, a stage, an amount, a close date, an owner and the people involved. Open Accounts with G then A and click the Opportunities tab at the top. You set up stages, currency and Ken's automatic moves in Settings › Pipeline.

How deals get created

Ken opens deals for you from replies and meetings. You choose when in Settings › Pipeline under Create an opportunity when:

Option	What happens
A meeting is booked	The default. The deal starts at Meeting booked, with the person who booked as the primary person.
A lead is interested	Ken also opens a deal at Interested when a reply is marked interested, and moves it to Meeting booked when they book.
Never	Deals come only from people, your CRM, the API or a workflow.

Ken credits each deal to the campaign and step that got the reply. If the account already has an open deal, Ken moves that one forward instead of opening a second. If the person has no account yet, Ken creates one. Ken opens no deal for a reply from a personal address like Gmail, or from a recruiting campaign.

Create a deal yourself

On Opportunities, click New opportunity or press C. On an account's page, click New opportunity in its Opportunities section.
Type a Name, such as "Acme - annual plan", and pick the Account.
Pick a Stage (open stages only) and an Owner (you, by default).
Add an Amount, a Close date and a Primary person from the account's people if you know them.
Click Create. The deal opens.

Move a deal

Click the stage pill on a deal, or drag its card to another column on the board.
Pick a stage under Move to.
Kenso shows the move with Undo for about 5 seconds before it saves.

Mark a deal won or lost

Click Won or Lost next to the stage, pick it from the stage menu, or drag the card to that column.
For a win: if the deal has no amount, type it under Amount. Add Why they bought if you like. Click Mark as won.
For a loss: pick a reason (Budget, Timing, Went with a competitor, No decision, Not a fit or Other), add a Note if you like, and click Mark as lost.

What closing a deal changes:

Won marks the account a customer, and Kenso stops outreach to its domains.
Lost: when every deal on an account is lost, Ken moves the account to the Lost stage, and back to Engaged if it gets an open deal again. Not a fit accounts stay put.
A closed deal shows Reopen, which moves it back to your last open stage.

What Ken moves on its own

The switch Ken moves deals between stages in Settings › Pipeline turns all of this on or off. It is on by default.

Replies and meetings move deals forward through Interested, Meeting booked and Meeting held. Ken never moves a deal backward, and never out of Won or Lost.
Each stage has its own switch. Ken moves deals only into stages whose switch is on. By default that is Interested, Meeting booked and Meeting held.
Descriptions tell Ken when. Turn on another stage's switch, like Proposal, and describe a deal that belongs there. Ken reads new replies, meeting notes and calls and moves a deal when it matches. Won and Lost need a description first.
Your call wins. Once you set a deal's stage yourself, Ken's description-based moves leave that deal alone.

With the main switch off, Ken still creates deals and leaves them where they start.

Read the pipeline

Views. Open, Closing soon (open deals with a close date in the next 30 days) and Won. Press 1, 2 or 3.
Totals. Open deals, their total, and the weighted total (each amount times its win probability).
Table or board. Press V. On the board, Card fields picks what each card shows.
Filter. Press F to filter by Stage, Owner, Close date or Source campaign.
Quiet deals. An open deal whose account has had no reply, held meeting or connected call for 14 days gets a badge like "Quiet 20d" and shows in Today under Went quiet. Draft a nudge there asks Ken for an email you approve before it sends.

Inside a deal

Click a deal to open it on the side. Click Open full page to give it its own page.

Details save when you leave a field. Changing Account moves the deal. A Probability you type overrides the stage's; Use the stage's goes back.
Fill from context: Ken writes the summary and next step from the account's replies, meetings, calls and research. Anything a person wrote stays.
People: add people from your workspace, set roles and pick the primary contact.
History: how the deal was created and its latest stage move.
Delete removes the deal and its history, with no undo. The account and its people stay.

Set up the pipeline

Open Settings with G then , and click Pipeline. Every change saves at once. You need the workspace settings permission (Admins and Editors have it).

Stages. You start with Interested, Meeting booked, Meeting held, Qualified, Proposal, Won and Lost. Click Add stage, click a name to rename it, drag rows to reorder, and set each stage's color and category (Open, Won or Lost). Names are unique, up to 60 characters.
Limits. At most 20 stages, archived ones included. Interested, Meeting booked, Meeting held, Won and Lost are system stages, and a stage with deals in it is locked too: neither can be archived or change category. Restore brings an archived stage back.
Win probability. Defaults: Interested 10%, Meeting booked 20%, Meeting held 30%, Qualified 40%, Proposal 60%, Won 100%, Lost 0%. A stage you add starts at 5%. Type a whole percent to change one.
Description. Up to 1,000 characters. Click Add a description (the page icon) on a row.
Deals that go quiet. Set Deal goes quiet after from 7 to 60 days. Ken flags the deal; it never sends a nudge on its own.
Currency. One per workspace, USD by default. If deals already have amounts, Kenso asks what to do with them: Keep the numbers, Convert at today's rate or Clear amounts.

What Ken can do here

Press ⌘J and ask, for example, "Which accounts with open deals have gone quiet?" Ken can list and read your deals, create a deal, change its stage, amount or owner, fill its details from context, add people to it, and change your stages and pipeline settings.

If something goes wrong

"Couldn't load opportunities right now." Click Retry.
"Type the amount as a number." or "Type a whole percent from 0 to 100." Use digits only, no decimals for percents.
Archive or category is grayed out. Hover it to see why, such as "3 deals use this stage". Move those deals first.
"Nothing to fill from yet: no replies, meetings, calls or research on this account." Try again after the first reply or meeting.
Ken didn't open a deal for a reply. Check Create an opportunity when. With A meeting is booked, an interested reply alone opens nothing. Replies from personal email addresses and recruiting campaigns never open deals.
Ken moved a deal you didn't expect. Check which stages have their switch on and read their descriptions, or turn off Ken moves deals between stages.
"Kenso syncs deal amounts to your CRM, so only Keep the numbers is available." Turn off the amount mapping or deal sync in your CRM settings first.