Deals
Track every deal in your pipeline — from first contact to closed won.
Created April 1, 2026
Overview
The Deals page shows every deal your team is working on. Click into any deal to view its full details, activity timeline, and linked contacts.
Use the navigation bar at the top to quickly switch between All Deals, My Deals, or Deals by Status.
Add Deal 
Click Add Deal to create a new deal record.
Organization
Filtering 
Narrow down the deals list using any combination of the following filters:
- Deal Stage — filter by the current stage in the pipeline
- Priority — filter by Low, Medium, High, or Urgent
- Deal Type — filter by the type of deal
- Created — filter by creation date or date range
Column Display 
By default, the following columns are displayed: Stage, Amount, Total Annual, Close Date, Owner, Contact, & Priority
You can optionally enable: Company, Pipeline, Deal Type, Billing Type, Frequency, Recurring Amt, & Created
AI Assistant 
The built-in AI assistant can help you work more efficiently with your deals. Use it to create custom filters, sort and group records, and calculate totals — without needing to configure everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.