# Engagements Manage and track every customer engagement — from initial outreach through to close. Created April 1, 2026 ## Overview The Engagements page shows every active and historical engagement in your pipeline, linked to contacts, companies, and activities. Use the navigation bar at the top to quickly switch between **All Engagements**, **My Engagements**, or **Engagements by Status**. ## New Engagement  Click **New Engagement** to create a new engagement record. ## Organization ### Filtering  Narrow down the engagements list using any combination of the following filters: - **Stage** — filter by the current engagement stage - **Pipeline** — filter by pipeline - **Type** — filter by engagement type - **Created** — filter by creation date or date range ### Column Display  By default, the following columns are displayed: **Type**, **Stage**, **Amount**, **Total Annual**, **Owner**, **Contact**, & **Created** You can optionally enable: **Pipeline**, **Company**, **Frequency**, **Recurring Amt**, **Start Date**, **End Date**, **Description**, & **Updated** ### AI Assistant  The built-in AI assistant can help you work more efficiently with your engagements. 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.