Deals
The Deals Section: Board and Grid Views
Once you finish creating your Pipeline, you will start in the Deals section of the CRM. This is your centralized hub to create, organize, and view your deals alongside other vital customer information.
The Deals section offers two primary ways to visualize your pipeline: Board View and Grid View. While they offer different visual layouts, the underlying data remains the same.
1. Board View (Default)
The Board View provides a visual representation of the funnel you have created. It allows you to quickly see all current deals, their pipeline stage, and aggregated deal amounts from both a column and pipeline perspective.
Summary
At the top and the bottom of each columns, a summary of your deals will be displayed for an easy time watching everything
Filtering, Grouping, and Searching
Search: Quickly locate specific deals using the magnifying in the upper right section of the screen.
Filter: Narrow down your view by Dates, Sales Funnel, Stage, Assignee, Issue, Contact, etc.*
You can also filter in the grid view by going to a cell and clicking on the funnel icon
Sort: Sort a field by an ascending or descending matter.*
*multiple layers can be added
Group:
By Stage: Groups columns by your current sales funnel stages (e.g., Prospecting, Lead Qualification, Proposal).
By Assignee: Organizes the pipeline by user, showing their specifically assigned deals.
Visible Columns: Show or hide which columns of the pipeline you want to display
Sort Cards: Determine how you want your deals to be sorted in the pipeline
Show Labels: Toggle to see or hide the labels
Visible Attribute: Add or remove attributes to be displayed on the deal cards.
Once a filter can be added, there is the possibility of saving that view so that it can be quickly accessed at a later time from the favorites section of Sales CRM or from the Deals view.
The visibility can also be changed so that it stays private or gets shared with the team.
Visualizing Activities
Deal cards display visual indicators for scheduled, due, or overdue activities. Clicking an icon provides a breakdown of the activities and allows you to complete tasks directly.
Icon | Meaning |
⚠️ Yellow warning triangle | No activities have been scheduled for this deal. |
🟢 Green circle with | An activity is due today. |
🔴 Red circle with | One or more tasks are overdue (overdue tasks also show at the bottom of the card). |
🔘 Grey circle with | Activities are scheduled for the future. |
Labels
Labels are color-coded tags that categorize your deals. Changes made to a label (name or color) are ID-based and will update across all associated deals automatically.
Adding a Label: In the Detailed View, go to the "Labels" section, click inline, and select from the dropdown.
Creating a Label: Click the + next to the search bar, name it, and choose from 12 available colors.
Editing a Label: Click the pencil icon next to an existing label to rename or recolor it.
2. Deal Cards and Detailed View
Deals are visualized as individual cards in the Board View. You can organize them by dragging and dropping them up and down within a column, or sideways across stages.
Creating a Deal
Click the + New Deal button within your desired column to create a deal. You will be prompted to fill out the following fields:
Deal Name: e.g., "Customer Trial".
Jira Issue: Suggested Jira issues, tasks, or epics based on your linked projects.
Stage: Won, Lost, Unqualified
Primary Contact: Choose an existing CRM contact or click the “+ Create new contact” button to create a new one (and optionally link it to an Account).
Primary Account: Choose an existing CRM account (company) or click the “+ Create new account” button to create a new one.
Add Products: Add the products that you are charging them for from your CRM’s database or create a new one with the “+ Add Product” button.
Estimated Revenue: Estimated revenue (currency can be changed in settings).
Close Date: The date where you believe the deal will close (for reporting purposes)
Assignees: The team member(s) responsible for the deal.
Other deal fields and configure deal’s fields
By clicking on the cogs icon in the upper right section of the deal’s field, you will be able to configure which fields are visible.
Some examples are:
Labels, Status, Lead Source, Funnel Stage, Estimated Probability, and any custom fields you might have for your deals.
Deeper Dive: The Detailed View
Click on a deal's name to open its Detailed View for deep insights. You can return to the main view by navigating back to "Deals" on the left menu.
Key Elements of the Detailed View:
Deal details: View the deal's name, estimated revenue, expected closure date, source (e.g., LinkedIn), and current status/stage.
Comments: View any comments that have been posted on the deal. Use
@mentionin notes to tag users. They will receive an in-app notification via the bell icon (top left). Comments can be marked as “resolved” and a filter can be applied to the comments.Overview: Shows the latest snippets of the various tabs (see below) of the deal to help display a full picture
Activity: Shows all the activities that have been created on the deal in a timestamp (Meetings, Calls, Deadlines, notes, etc.).
Tasks: Shows all the tasks that have been created and completed for the deal (Is also shown in the “Task” Section).
Notes: Displays all the notes that have been created (Can also be found under the “Notes” section).
Emails: Displays all the emails that have been manually logged or the emails that have been sent with the Gmail “Compose Email” option
Files: Displays all the files that have been uploaded on the deal.
Products: The products linked to the deal (Can also be found under the “Products” section).
Issues: The Linked issues/Jira tickets that have been associated to the deal.
Contacts: The Linked Contacts that have been associated to the deal (Can also be found under the “Contacts” Section
Accounts: The Linked Accounts that have been associated to the deal (Can also be found under the “Accounts” Section
Other:
Use
@mentionin notes to tag users. They will receive an in-app notification via the bell icon (top left).
Smart Metrics: Signal Strength & Predicted Probability
Metric | Description | How It Works |
Signal Strength | Measures the health of your relationship with a contact or company. | Uses a scoring system (Very Weak to Very Strong) based on the recency of activities (last meeting, comment, etc.), deal status, and deal stage. |
Predicted Probability | Automated metric suggesting your chances of winning the deal. | Based on historical stage data. If it differs from your manual "Estimated Probability," a thumbs-up icon appears, allowing you to overwrite your estimate with the predicted value. |
3. Grid View
The Grid View displays all deals in your pipeline in a condensed, spreadsheet-like format. This allows you to display more information on deals.
Viewing, sorting, adding data, Custom Columns
View Settings: More columns can be added or removed by going the “View Settings”. In addition, you can rearrange the columns by drag and dropping the the options there
Sort: The sorting allows you you add one or multiple levels of sorting on the fields
Filter: You can Filter by one or multiple conditions
Adding Custom Columns
Click + Add column > + New field to create text-based or numeric custom fields. These will appear in both the Grid View and the deal's Detailed View. You can also toggle standard columns like Issue, Account, Creation Date, Closed Date, and Lead Source.
Data Aggregation Formula
At the bottom of the Grid View, you can add aggregation fields to summarize your database columns. Click the bottom field of any column to choose an aggregation option based on the column type:
Column Type | Available Aggregation Options |
Number Columns | Count Empty, Count Filled, Percent Empty, Percent Filled, Sum, Average, Max, Min, None |
Text Columns | Count Empty, Count Filled, Percent Empty, Percent Filled, None |
Important Warning Regarding Deleted Stages: > If you delete a pipeline stage, the data associated with it will still be visible in the Grid View. However, the stage itself cannot be recovered. You will need to manually recreate the stage and repopulate the deals into it.