> ## Documentation Index > Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt > Use this file to discover all available pages before exploring further. # Kiflo Deals Overview: Types, Statuses, and Lifecycle > Learn what deals are in Kiflo, how they differ from leads, and how the deal lifecycle moves from registration through to won or lost. Deals in Kiflo represent qualified sales opportunities — prospects that have been vetted and are actively being pursued toward a close. Where a lead is an early-stage signal of interest, a deal is a structured record with an expected close date, deal amount, client information, and a position in your pipeline. Partners register deals directly from their portal, and you review, approve, and track them through to close. ## Deals vs. leads | | Leads | Deals | | -------------- | ------------------------------------------------- | ---------------------------- | | **Stage** | Unqualified interest | Active sales pursuit | | **Source** | Referral links, lead forms, partner portal, admin | Partner portal or admin | | **Approval** | Accept / Decline | Approve / Decline | | **Pipeline** | Simple status | Customizable pipeline stages | | **Expiration** | No | Optional, per deal | | **Line items** | No | Yes (Scale plan) | You can convert an accepted lead into a deal at any time. If your lead and contact properties share the same internal field names, Kiflo copies the values across automatically. ## The deal lifecycle ``` Registered → Pending approval → Approved or Declined → In pipeline → Won or Lost ``` | Status | What it means | | --------------- | --------------------------------------------------------- | | **Pending** | The partner has registered the deal; awaiting your review | | **Approved** | You have accepted the deal registration | | **Declined** | You have rejected the deal registration | | **In pipeline** | The deal is approved and moving through pipeline stages | | **Closed Won** | The deal has been successfully closed | | **Closed Lost** | The deal did not close | Once you approve a deal you can set an optional expiration date. If the deal is not closed by that date, both you and the partner receive a reminder — and eventually an expiration notification — so nothing slips through. ## Key features ### Deal approval workflow When a partner registers a deal, it lands in your queue as **Pending**. You (or the deal's assigned owner) review the details and click **Approve** or **Decline**. Three validation strategies are available: anyone on your team can validate, only the deal owner can validate, or deals are auto-approved with no validation required. ### Channel conflict detection Enable channel conflict detection in Account Settings to have Kiflo automatically flag any deal whose client email domain matches an existing deal, lead, or customer. This protects partners from competing with each other — or with your direct sales team — on the same account. ### Deal expiration Grant partners time-limited exclusivity on their registered deals. Set a default expiration window and reminder period in Account Settings. When you approve a deal you can override the default dates. If a deal expires, you can postpone it directly from the deal detail page. ### Notes and tasks Every deal has a full activity area where you and your team can write notes, @mention colleagues, comment on notes, and create tasks. Notes can be marked as visible to partners or kept internal. ### Line items On the Scale plan, you can attach line items to deals — individual products with quantities and prices drawn from your product catalog. You can enable line items per partner program, allowing resellers to select products during deal registration while controlling whether they see prices. ## Next steps Customize the deal form, configure approval settings, and allow resellers to select products. Add and reorder pipeline stages, manage deal expiration, and detect channel conflicts. Understand how leads feed into your deal pipeline. Configure the lead submission form and convert leads to deals.