Find and manage deals
Find and manage deals
Deals is the workspace for opportunity review. A normal user should be able to open this section, understand what the list is showing, find the right opportunity, and know which control to use next.
Image guide: Start with the full Deals page. The cards at the top summarize pipeline stages, the toolbar contains Add, Filter, and Quick Search, and the table below shows the actual opportunities.
What to do first
- Confirm whether the user is reviewing Land deals or Expand deals.
- Read the stage cards before selecting a row; they explain where the pipeline is concentrated.
- Use Quick Search when the user already knows a deal, account, or owner name.
- Use Filter when the user needs structured narrowing by fields such as owner, stage, probability, location, PIF, or activation point.
- Read the table columns from left to right before making updates.
- Use inline edits for one deal and bulk updates only after selecting the exact rows.
- Check pagination if the expected opportunity is not visible.
Guide map
| User need | Go to |
|---|---|
| Understand the overall Deals page | Deals overview |
| Read the cards above the table | Stage cards |
| Create a new opportunity | Add deal |
| Review expansion opportunities | Expand deals |
| Narrow the list by fields | Filter deals |
| Find a known opportunity quickly | Search deals |
| Understand each table column | Table columns |
| Update one row or many rows | Inline and bulk updates |
| Change page size or move pages | Pagination |
How users should think about this page
The Deals list is not only a table. It is a working pipeline view. The cards show pipeline shape, the filters and search help narrow the list, and the editable row controls let users keep stage, owner, probability, value, and dates current.
When the user is unsure where to begin, start with stage cards, then use search or filters, then inspect the table row. That order prevents users from editing the wrong deal or judging one opportunity without pipeline context.