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

Pipeline view

The pipeline view gives you a drag-and-drop board of all active deals, organized by stage. Use it to quickly assess where things stand and identify deals that need attention.