The Deals page lists every deal with its client, salesperson, amount, revenue, stage and commission. Click a deal for a quick preview, or open the full record to update it.
Read the Deals list
The columns are Client, Salesperson, Opportunity, Revenue, Stage and Commission. Opportunity is the expected amount. Revenue shows once a deal reaches Contract or Closed Won.
Narrow the list
- Quick tabs: All deals, Going cold, Closing and New deals. Each shows a count.
- AI Mode lets you filter in plain English.
- All dates, All Stages and All Teams filter by date, stage and team.
- Use the two icons at the right to switch between the list and a board.
Preview a deal
Click a deal to open a preview panel. It shows the client, stage, opportunity, revenue, commission, created date and owner. Click Add note to log something, or Open full record.
Update a deal
Open the full record and use these sections:
- Essential Information shows the client, opportunity, revenue, commission % and commission amount, and the salesperson.
- Tasks lists tasks linked to the deal. Click Add task.
- Activity records what has happened. Click Add to log an entry.
- Checklist is a to do list for the deal. Click Add.
- Email, Call, Message and Note at the top reach the client or log a note.
To remove a deal, click Move to trash under Danger zone. You can restore it from Trash.
If it did not work
A deal is missing from the list. Clear the date, stage and team filters.
I cannot change the stage. You may not own the deal. Ask an admin.
Revenue shows a dash. It is empty until the deal reaches Contract or Closed Won.