Deals

How to use this page

1. 1

   Select the client

   Choose the client in the sidebar. A pipeline with only won or lost deals starts on All deals; other pipelines start on Open opportunities. The summary shows open and won values and counts, lost count, and open deals needing attention for a missing owner, close date or next step, or an overdue date. Each deal needing attention counts once. If loading fails, select Retry.

2. 2

   Add a deal

   Click New deal to open the add form. Enter a deal name (required), optional company and amount, and choose a starting stage (defaults to the first stage). Press Enter in the name field or click Create to add it. If the create fails, an error toast tells you instead of the card silently not appearing.

3. 3

   Import deals from a CSV

   Click Import CSV, then Choose CSV file. A HubSpot deals export or any spreadsheet saved as CSV works, up to 2,000 deals. Check the column choices and the rows that need attention, then click Import to add the new deals. Nothing is added until you confirm, and existing deals are never changed. Stages that are not in this pipeline are listed; add them under Edit stages first if you want to keep them.

4. 4

   Export the pipeline

   Click Export CSV to download every deal for this client as a spreadsheet file. The file includes all deals, whatever search, owner or view filter is set. Each row has the stage, Open, Won or Lost status, amount, close date, owner, company, contacts, the next open follow-up, notes and lead source details. The button is greyed out until the client has at least one deal.

5. 5

   Move a deal along

   Drag a card to another stage or use its stage dropdown, including No stage. Each move saves immediately. Dragging and the dropdown pause while that deal saves. Failed moves restore the previous stage with an error. A moved card may leave the current filtered view.

6. 6

   Start from an empty board

   When a client has no deals yet, the board shows a No deals yet panel with Import CSV and Create first deal buttons. Once deals exist they fill the stage columns.

7. 7

   Filter opportunities

   Combine search by deal, company or owner name with an owner and view. Choose Open opportunities, Missing or overdue next step, All deals, Overdue close dates, Open without owner, Open without close date, Won deals or Lost deals. Showing X of Y describes filtered cards. Show all deals clears filters when nothing matches.

8. 8

   Review owners and close dates

   Cards show the saved close date and attention labels for open deals: No owner, No close date or Close date overdue. Open a card to edit its details. Expected close date requires Save close date. Dates before today on your device are overdue; today is not overdue.

9. 9

   Review opportunity follow-ups

   Select Follow-ups in the header; the list opens above the summary. Use All owners or Assigned to me, then All open follow-ups, Due today or Overdue. These filters are separate from the pipeline card filters. Select a linked deal to add or edit its follow-ups. Complete marks a finished action complete; it then leaves the open list. Refresh reloads the list.

10. 10

    Read the full pipeline

    All deals shows open, won and lost cards together. Won and Lost columns stay narrower so the standard six-stage pipeline fits a desktop window. Open-only views keep them as compact drop targets for closing deals. On smaller screens, or with extra stages or a No stage column, scroll the board sideways. You can also focus the board with Tab and use the arrow keys to scroll.

What the buttons do

Companies

Opens the Companies page, where each company you sell to has one record with its deals, totals and matched contacts.

New deal

Toggles the add-deal form: deal name (required), optional company and amount, and a starting stage that defaults to the first stage. Enter in the name field or Create adds it.

Export CSV

Downloads every deal in this client pipeline as a CSV file named after the client and today's date. Filters do not limit it. Disabled when there are no deals.

Import CSV

Opens the import panel to add deals from a HubSpot export or spreadsheet. You review a preview before anything is created.

Edit stages

Header button that opens the Stages page to rename, reorder, or add pipeline stages.

Follow-ups / Hide follow-ups

Opens or closes the selected client list of open opportunity follow-ups.

Deal card (drag)

Click to open the deal. Drag it between stage columns to change its stage. A rejected move rolls the card back with an error toast.

Stage dropdown below each card

Saves a stage change without dragging. Disabled while that deal is moving.

Create first deal

Appears in the empty-board state; opens the add-deal form.

Search opportunities / owner / opportunity view

Combine filters without changing records or summary totals.

Show all deals

Clears search and owner filters and selects All deals when nothing matches.

Complete

Marks that follow-up complete and records the change in its deal activity history.

Common questions