The Deals page is a Kanban board showing all open deals organized by pipeline stage. Each column represents a stage, and you can move deal cards between stages by dragging and dropping.
Viewing Your Deals
By default the board shows all open deals. Use the filter controls to view deals by sales rep or team.
Moving a Deal
Drag a deal card from one column to the next. If the destination stage has entrance criteria configured, a form appears asking for required information before the move is confirmed.
Deal Cards
Each card shows the company name, associated contacts, and a progress indicator. Click a card to open the full deal detail page.
Deal Detail Page
The deal detail page shows:
Company and contact associations
Current stage and stage history
Full activity timeline (emails, activities, notes, todos, calendar events)
Open todos linked to this deal
Marking a Deal as Lost
Open a deal and click Mark as Lost. You'll be asked to provide a reason. Lost deals are removed from the active board.
Closed/Won Deals
When a deal reaches the final locked stage (Signed or equivalent), it's marked as closed/won.
💡 Note: A closed/won deal can be handed off to the implementation pipeline so the customer's onboarding can begin.