Find and manage deals
Find and manage deals
Deals is the workspace for opportunity review. You 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 list below shows the actual opportunities.
What to do first
- Confirm whether you are 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 you already knows a deal, account, or owner name.
- Use Filter when you need structured narrowing by fields such as owner, stage, probability, location, PIF, or activation point.
- Read the list columns from left to right before making updates.
- Use edits in the row for one deal and shared updates only after selecting the exact rows.
- Check page navigation 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 list | 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 list column | list columns |
| Update one row or many rows | Update one or more items |
| Change page size or move pages | page navigation |
How you should think about this page
The Deals list is not only a list. 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 you keep stage, owner, probability, value, and dates current.
When you are unsure where to begin, start with stage cards, then use search or filters, then inspect the list row. That order helps you avoid editing the wrong deal or judging one opportunity without pipeline context.