Overview

Deals represent revenue opportunities you are actively working. A deal tracks progress through a pipeline and connects all related activity in one place.

Deals are used to manage sales, follow-ups, and forecasting.

What a Deal Includes

• A pipeline and stage

• A value and close date

• A priority and follow-up date

• Linked contacts

• Linked tasks, notes, conversations, and files

Deals act as the central record for work related to closing revenue.

How Deals Are Connected

Deals connect to other records.

• Deals link to one or more contacts

• Tasks, notes, conversations, and files can be linked to deals

• Activity linked to a deal appears in the deal panel

• Moving a deal updates its stage and pipeline status

This keeps all deal-related context in one place.