Here’s how to get started with deals:
🔍 Search and Filter Deals
Use the search bar or click + Add filter to narrow down the deal list by:
Owner
Stage
Pipeline
Amount
Creation date, and more
➕ Create a Deal Manually
If you have a CRM, you can set up integration and import your deal. But it's also possible to add a deal manually.
To add a new deal:
Click the New deal button (top right)
Fill out required fields:
Deal name
Pipeline
Deal stage
Optionally add:
Deal owner
Value
Expected close date
Associated contacts
Click Create
📁 Deal Details & Activity Feed
When you open a deal, you’ll see:
A full activity feed (emails, notes, media, meetings)
Smart AI suggestions for follow-ups
Deal summary and metadata
If a deal is imported from an external CRM, you’ll see a “View in CRM” button in the header for quick access.
You can also:
Mute emails (they won’t show on your “For You” tab but remain in the deal view)
Pin a deal for quicker access
Edit deal stage and pipeline
Link contacts to the deal
Summary
Action | Where |
Search/filter deals | Top of Deals page |
Create new deal | “New deal” button (top right) |
Edit stage or pipeline | Inside deal view |
View all activity | Activity feed tab in a deal |
Mute/pin a deal | Top right in deal view |
Link contacts | Deal sidebar |
Troubleshooting or Questions?
If you run into issues or need help, feel free to reach out to our support team at [email protected].