Revenue
Deals
Maintain opportunity value, stage, timing, ownership, and related activity
Deals is the detailed revenue record connecting a sales opportunity to people, businesses, tasks, communication, documents, and expected close timing
What this workspace includes
- Deal list
- Deal detail
- Value, owner, stage, and close date
- Related contacts and activity
Complete workflow
- 1
Search or create
Open the opportunity record
- 2
Complete core fields
Set value, owner, stage, and timing
- 3
Link the relationship
Connect people and business context
- 4
Maintain progress
Record activity and next action
How records and settings behave
- Deal updates feed Pipeline and Forecasting
- Related activity remains attached to the opportunity
- Stage and timing shape revenue views
Working effectively
- Use realistic close dates
- Keep one accountable owner
- Record the next concrete action
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Deals?
Open the opportunity record
When is my work saved?
Deal updates feed Pipeline and Forecasting
How do I confirm the result?
Return to the related list or detail view and review its current status. Stage and timing shape revenue views