> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/sales-deal-room/deals.md).

# Deals

The Deals page in the Sales Deal Room helps you manage and track all active, pending, and closed opportunities in one place. It provides a consolidated view of your pipeline, allowing you to organize, filter, and take action on deals efficiently.

The page offers two views - Table view and Kanban View. The detials on the page include:

* Account – The organization linked to the deal
* Deal Name – The title of the opportunity
* Expected Close Date – Target date for deal closure
* Deal Owner – The salesperson or team member managing the deal
* Customer Contact – Main point of contact for the deal
* Deal Value – The potential revenue from the deal

By default, the deals are grouped based on the deal stage. However, you can use the filter to group the deals by status too.&#x20;

Click on the Account name to navigate to the accounts page and deal name to deal details page.&#x20;

Let's first see how to 'Add a Deal'.
