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Sales deals

Sales deals at /sales/deals lists the deal rows inside the Sales workspace: each deal with its stage, value, close date, and stalled state. Deal types with their workflows and pipelines are configured under Deal types; this surface is where deals get worked. Quotes raised against a deal sit on its Quote tab — see Quotes.

  • The board reads Sales > Deals with an All Deals tab. Stage columns run PROSPECTING, SOLUTION DESIGN, PROPOSAL SENT, RENEWAL, and DECISION MAKER BOUGHT-IN. Table / Board toggles the layout; New Deal creates.
  • Each card names the deal and company with value and close date. Stalled badges count the days since movement.
  • Column footers carry Total and Weighted per stage. Search, sort, columns, filters, organization, close-date, and pipeline pickers narrow the board.
Sales deals at /sales/deals: pipeline board with stage columns, deal cards carrying value, close date, and stalled badges, and totals per column
  • Move a deal only when the deal actually moved. The forecast reads these stages; theater here corrupts every number downstream.
  • Every deal names its buying roles. A deal with no Champion and no Decision Maker is a hope, not a pipeline row. Labels live under Persona Roles.
  • A stalled badge is a question, not a failure. Note the blocker on the row so the next review starts from facts.
  • Each deal carries its activity timeline: the notes, calls, and tracked emails attached to it in chronological order. The shared model lives on the Activities hub.

Owner

Section titled “Owner”

Each deal names one owner, and the owner picker lists tenant members — not free text. Membership lives under People; if the deal row and the member list ever disagree, People is the source of truth.

Collaboration, layouts, and line items

Section titled “Collaboration, layouts, and line items”
  • Deals are worked by the team around them: activity on the row — notes, calls, tracked emails — is shared on the timeline, so the next member starts from facts, not a handoff message.
  • The fields and sections on a deal row follow the tenant’s record layout for the deal object. Layout mechanics this page does not name live in the product UI — treat it as the source of truth.
  • Where the deal carries line items, they itemize what the deal sells: products or services with quantities and values rolling into the deal total. Quotes raised against the deal read the same lines — see Quotes.

What next

Section titled “What next”
  • Activities: the shared activity model behind each deal timeline.
  • Sales: the workspace around these rows.
  • Quotes: the sale paperwork raised against each deal.
  • Deal types: the deal-type hub with workflows and pipelines behind them.
  • Persona Roles: the buying-center labels per deal.