Managing Your Deals
The Deals section tracks every opportunity to close. View it as a list or a pipeline board, and open any deal to see the full picture.
The Deals list
Open Deals. The header shows Total Deals Count and Total Deals Amount. Search by deal name and filter by Date / Status / Stage / Assigned. The two icons at the top-right switch between table and board views.
The pipeline board
The board view groups deals into columns by stage — New, In Progress, Negotiation, Contract Sent… Each card shows the deal name, amount, linked lead and owner, so you can see your whole pipeline at a glance.
Open a deal
Click a deal to open it. You get key stats (Amount, Stage Time, Statuses, Expected Close), tabs (Overview, Notes, Activity, Tasks), the linked lead, Status History and Custom Fields. Move the deal forward with the status dropdown in the header, or Edit its details.
