Deals

Create, manage, and track deals through every stage of the pipeline.

Creating a deal

To create a new deal, click New Deal from the dashboard. Fill in the required fields:

• Deal name
• Sector and geography
• Deal size and terms

Managing deal stages

Deals move through configurable stages in your pipeline. Drag and drop to update a deal’s stage, or use the detail view for more options.

Tracking activity

All activity on a deal is logged automatically. View the timeline to see updates, comments, and status changes.