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The Deals Pipeline is your single workspace for every open opportunity. Move deals between stages on a visual board, scan a dense sortable list, read an AI forecast of what is likely to close or at risk, jump straight to the deals that need your attention most, and open any deal into a rich record pane — all in one place, kept in step with your CRM.

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What you can do

Board and List views

Work a drag-and-drop board with one column per stage, or a dense sortable table — your choice sticks and is shareable via the page link.

AI Forecast strip

See Predicted Close (weighted pipeline value), At Risk, and Likely Close at a glance — click to filter the board and list instantly.

Needs Attention bar

Sally surfaces your most pressing deals with the reason they’re flagged and an attention score, so you always know what to work next.

Full deal record pane

Edit details inline, track deal health, manage contacts, log notes and tasks, review meetings with AI sentiment, and read Sally’s coaching — all in one pane.

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Board view vs. List view

The Board displays one column per pipeline stage. Each card shows the deal name, company, value, and close date at a glance. A running count and total value appear at the top of every column so you can see stage-level totals instantly.Move a deal to a new stage by dragging its card from one column and dropping it on another — the card moves immediately and the column totals update in real time. Drag back if you change your mind.
To switch between views, use the Board and List tabs above the deals. Your active view is saved in the page URL, so you can bookmark it or share the exact view with a teammate.
Scope the pipeline to My deals or Team deals using the toggle in the header, and narrow by recent activity — last 7 days, 30 days, 90 days, or this quarter — to focus on what matters right now.

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Create a deal

1

Click + New deal

Select + New deal in the top-right corner of the header. A side panel opens on the right.
2

Name the deal

Enter a Deal name — this is the only required field. Use a clear, descriptive name such as “Acme Corp · Q3 Expansion” so you can identify it at a glance in the board and list.
3

Link a company

Start typing in the Company field to search your saved accounts, then select one. If the company isn’t saved yet, type the name as-is and it will be used without linking to a record. You can also add a Company domain for reference.
4

Attach a contact (optional)

Once you have selected a saved company, search the Contact field to attach a saved contact from that account. The Contact field stays locked until a saved company is chosen, because contacts are scoped to their company.
5

Set value, stage, and owner

Enter a Value (USD), choose the initial Stage, and optionally assign an Owner. Click Create deal — the new deal lands at the top of its stage column and opens automatically so you can keep editing.

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Read the AI Forecast

When deals have win probabilities, Sally renders an AI Forecast strip directly below the header.
1

Understand the three figures

  • Predicted Close — the total weighted pipeline value, calculated by scaling each deal’s value by its win probability.
  • At Risk — the combined value and count of deals that are unlikely to close or flagged as high risk.
  • Likely Close — the combined value and count of deals with a strong probability of closing this period.
2

Filter to a group

Click At Risk or Likely Close to filter both the Board and the List to only those deals. Click the same chip again — or click Filtering ✕ — to clear the filter. Predicted Close is a summary total and is not clickable.

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Focus on deals that need attention

1

Check the Needs Attention bar

Near the top of the pipeline page, the Needs attention bar surfaces the deals Sally considers most urgent. Each card shows a short reason — such as no recent activity, a stalled stage, or rising risk — alongside an attention score.
2

Open a flagged deal

Click any card in the bar to open that deal directly in the record pane. Dismiss the entire bar with ✕ if you want more room on the page.

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Work inside a deal record

Click any card on the Board or any row in the List to open the deal record pane. Seven tabs give you a complete picture of every deal:

Overview

Edit the name, value, expected close date, owner, and notes inline. Text fields save when you click away; notes save with the Save notes button. Also shows pipeline meta (stage, days in stage, deal age, last activity, risk reason, CRM source), a Deal Health score with letter grade, and linked records.

Activity

A chronological feed of every logged action on the deal, with quick totals for calls, meetings, and emails.

Contacts

The primary contact’s details. Search here to attach a different saved contact to the deal.

Tasks

All open tasks linked to the deal’s contact, so nothing falls through the cracks.

Notes

Add free-form notes directly to the deal, or delete notes you no longer need.

Meetings

Recorded meetings for the deal’s contact, each with an AI-generated sentiment chip, an expandable summary, action items, and key talking points.

AI

Sally’s guidance for this deal: a risk summary and suggested next action, post-meeting follow-up prompts, coaching tips, and a meeting prep brief.

Graph

A visual relationship map connecting the deal to its account, contact, activities, tasks, and notes, plus a full catalog of the deal’s data fields.
To close out a winning deal, click Mark Won in the record-pane footer. To remove a deal from your active pipeline, click Mark Lost — you’ll be asked to select a close category and enter a reason, both of which are saved onto the deal record for reporting.
The Delete button in the record-pane footer permanently removes the deal after you confirm. The deal disappears immediately from both the Board and List and cannot be recovered.

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Sync deals from your CRM

1

Connect your CRM

Go to Integrations and connect HubSpot or Salesforce. Once connected, a status dot and the time of the last sync appear next to the Sync CRM button on the pipeline header.
2

Pull the latest deals

Click Sync CRM to pull fresh deal data from your CRM on demand. When the sync completes, a brief summary shows how many deals were created and updated, and the board refreshes automatically.
When your CRM is connected and the last sync is more than a few minutes old, the pipeline pulls fresh deals automatically each time you open the page — so you typically start with up-to-date data without needing to trigger a manual sync.

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Frequently asked questions

If you haven’t created or synced deals yet, each column shows a “Drop deals here” prompt. Create a deal with + New deal, or connect a CRM and click Sync CRM. Also check the My deals / Team deals toggle and the date filter — a narrow scope can hide deals that exist but fall outside the selected range.
The forecast only appears when at least one deal has a win probability set. Deals without a probability don’t contribute to Predicted Close, At Risk, or Likely Close — assign probabilities to your deals to see the strip.
This means the stage change couldn’t be saved. The card reverts automatically so your board stays accurate. Try dragging it again; if the issue persists, check your network connection.
The status dot and last-sync timestamp only appear once a CRM is connected. Navigate to Integrations to connect one, then return to the pipeline.
The Contact field is locked until you select a saved company, because contacts are scoped to their company. Pick a saved company first, then search for the contact you want to attach.

Find Leads

Search and enrich companies and people to feed your pipeline.

Scout

Surface buying signals and news worth turning into deals.

Visitor Tracking

See which companies are visiting your site and route them into the pipeline.

AI SDR Builder

Automate outreach for the prospects in your pipeline.
Last modified on June 20, 2026