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Goliath Data

Work with Deals

Deals tour

Create Deal form used from a selected pipeline or board stage

The current Create Deal dialog.

The Deals workspace

Section titled “The Deals workspace”

The Deals workspace has Kanban and list views over the same pipeline records. Use the pipeline and filters to focus the work that needs attention, then open a deal to review and update its details.

Move a deal forward

Section titled “Move a deal forward”

  1. Open Deals

    Select Pipelines from the sidebar and choose the pipeline you need.

  2. Filter the view when needed

    Use the available filters to narrow the board or list before making changes.

  3. Open the deal

    Select a deal to inspect its details, including its linked records and the current stage.

  4. Change the stage

    In Kanban view, move the card to the appropriate stage. In the deal details, use the stage control when that is the clearer way to make the update.

Keep the pipeline meaningful

Section titled “Keep the pipeline meaningful”

A stage should describe a real step in your process. Organization administrators can manage pipeline structure; before deleting or renaming a stage, review the deals and workflow rules that depend on it.

Section titled “Related guides”