Deals overview
Deals overview
The Deals overview is the starting point for understanding the list. It shows you where the pipeline stands and gives you the controls needed to find or update opportunities.
Full Deals list
Image guide: Read this screen from top to bottom. The top stage cards summarize the pipeline. The toolbar lets you add, filter, and search. The list rows show the deals that match the current view.
Wide list view
Image guide: The Deals list is wider than the first viewport. Scroll across when you need owner, dates, or later columns. Do not assume a field is missing until the list has been scanned horizontally.
Read the page in this order
- Confirm Land or Expand.
- Look at the stage cards to understand the pipeline shape.
- Use Add only when a new deal needs to be created.
- Use Filter for structured field-based narrowing.
- Use Quick Search for known text.
- Read the row identity first: deal name and account.
- Continue through stage, PIF, probability, value, close date, owner, and dates.
- Use page navigation when total results are larger than the current page.
What each area means
| Area | Purpose |
|---|---|
| Stage cards | Shows how many deals sit in each stage and the value connected to that stage. |
| Add | Opens the create-deal flow. |
| Filter | Opens the structured Filter Deals window. |
| Quick Search | Narrows the list by known text. |
| List | Shows the opportunity records and editable fields. |
| Page navigation | Controls how many rows appear and which page is visible. |
Use this overview before jumping into a specific subsection. It helps you understand why a deal is visible, why another deal may be hidden, and which control to use next.