All guides
Deals
Opportunities on a drag-and-drop board or a filterable table, scoped to a product and a pipeline.
Workspaceabout 5 min
By the end you'll be able to
- Create a deal against the right product and pipeline
- Move deals through stages from the board
- Record qualification and close deals as won or lost
Walk through it
0 of 5 steps done0%
The board is for moving work along — drag a card between stages and the deal updates. The table is for finding things: filter, sort, choose columns and save the view.
Good to know
- Deals are scoped to both a brand and a product. A stage flow belongs to a product, so two products can run completely different processes.
- Stages carry a win probability, and stages flagged as won or lost are what the pipeline and win/loss reports key off.