Deals

Overview of all Sales 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.

Click on the Account name to navigate to the accounts page and deal name to deal details page.

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