Deals Overview
Deals represent revenue opportunities in Operate. They track an opportunity from first conversation through close, giving you and your team visibility into your pipeline.What is a deal?
A deal connects a potential revenue opportunity to:- People — the contacts involved in the buying process
- Companies — the organization you’re selling to
- Next Steps — the actions needed to move the deal forward
- Feedback — insights from the prospect that inform your approach
Key attributes
| Field | Description |
|---|---|
| Name | A descriptive title for the opportunity |
| Stage | Where the deal sits in your pipeline |
| Value | The expected revenue amount |
| Owner | The team member responsible for this deal |
| Close date | When you expect the deal to close |