Deals & Opportunities

The Deals view shows your sales pipeline with both kanban and table layouts.

Kanban board

The default view arranges deals as cards in stage columns. Stages represent your sales funnel (e.g., Qualified, Meeting, Proposal, Closed Won, Closed Lost).

Each deal card shows:

• Deal name
• Associated company
• Deal value
• Expected close date

Table view

Toggle to table view using the view switcher in the toolbar. The table provides sortable columns for deal name, stage, value, probability, company, owner, and close date.

Creating deals

Click + New in the toolbar to create a new deal. Required fields:

• Deal name
• Stage
• Associated company (optional)
• Value (optional)

Opportunities in Intelligence

Deals with AI-detected buying signals appear as red Opportunity nodes in the Intelligence graph, scored from 0-100 based on engagement signals.