A deal is a sales opportunity moving through a pipeline toward a close. Deals carry a value, an expected close date, a stage, and links to the account and primary contact, so your team can see what’s in play and forecast revenue.
Deals appear in a table and on a pipeline board grouped by stage, where you drag a deal from one stage to the next. The AI Pipeline Summary and Pipeline Performance give a read on health, stage conversions and time in stage.