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A deal is a single opportunity to earn revenue from a customer — a hair transplant package, a course of treatments, a membership. Your pipeline is the board that moves every deal from first interest to “Won.” Deals turn vague “maybe” conversations into something you can track, forecast, and follow up on. This article explains how deals and your pipeline work, and how to use them day to day.

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What a deal holds

Each deal is attached to one contact and carries the details of the opportunity:
  • Title and the service involved.
  • Value and currency — what the deal is worth.
  • Stage — where it sits in your pipeline.
  • Owner — the team member driving it.
  • Expected close date and notes.
The Cura deals pipeline board with deal cards moving across stages

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The pipeline stages

Your pipeline is a series of stages a deal moves through. Cura starts you with a sensible default for service businesses:
  • New → Qualified → Consultation → Decision → Won / Lost.
The first four are open stages (the deal is still in play). Won and Lost are closed stages — the deal has reached its outcome. When you move a deal to Won or Lost, Cura records the close automatically.
The default stages fit most clinics and salons, but your pipeline is configurable — an admin can rename, reorder, add, or remove stages so the board matches how you actually sell.

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Working your pipeline

  • Create a deal from a contact when a real opportunity appears, and fill in the service and value.
  • Move it forward by changing its stage as the customer progresses.
  • Assign an owner so it’s always clear who’s responsible.
  • Add notes to capture what was discussed and what’s next.
A contact’s stage mirrors these same pipeline stages, so a person and their active deal stay in step.

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See where revenue is

Because every open deal has a stage and a value, your pipeline doubles as a forecast. You can see how much is sitting in each stage and how many deals are open — so you know where to focus this week.
Set an expected close date on every open deal. It turns your pipeline into a real follow-up list: the deals slipping past their date are exactly the ones that need a nudge.