The Deals tab is your sales board. Each stage is a column; each card is a deal. Drag a card from one stage to the next as the job moves forward. The board is the home screen of the Sales Hub for most people.
Three views: Board, List, Map
Top right of the page there's a small toggle for switching between three views of the same data:
- Board — the kanban view. One column per stage, cards you can drag. Best for seeing where everything is at a glance.
- List — a flat table. Sortable by any column. Best when you want to bulk-edit, search across all stages, or export.
- Map — pins on a map showing where each deal's customer is located. Useful for routing site visits and spotting clusters of work.
Moving a deal between stages
On the board, grab the card and drag it to the destination column. On a phone, press and hold the card briefly until it lifts off, then drag.
We log the stage change automatically as a history entry on the deal's timeline (with timestamp), so you can always see when the deal moved and who moved it. If you drop it in a Won or Lost stage, we set the deal's close date to today; if you move it back out, we clear the close date.
What “Won” and “Lost” actually mean
Each stage has a type — Open, Won, or Lost. Open stages are work in progress. Won is exactly what it sounds like (you got the job). Lost is the polite way of saying they went with someone else. Cards in Won and Lost are still searchable but stop appearing in your active pipeline counts.
What's on a card
- Deal title — click it to open the full detail page.
- Customer — the primary company.
- Value — formatted in the deal's currency.
- Owner avatar — whose deal it is on your team.
- Last activity — “2h ago”, “3 days”, “2 weeks ago”. Stale deals show in muted text.
Searching and filtering
The search box at the top of the board filters cards in place — empty stages stay visible so you can see the structure. Search matches deal title, primary contact name, and primary company name.
For more advanced filtering (by owner, by date, by value range), switch to List view. See Searching, sorting, and bulk-editing your lists.
The deal detail page
Click any card to open it. The page is laid out in three columns:
- Left rail — editable fields. Title, value, currency, stage, owner, expected close, custom fields, description.
- Middle — the activity feed. The activity logger is at the top (Note / Call / Meeting / Task / File). Below that, a chronological timeline of everything that's happened on this deal.
- Right rail — associations and history. Linked contacts, linked company, linked estimates, open tasks, and the change log.
On a phone, the columns reorder automatically — the activity feed comes first (it's the work area), the editable fields second, and the right-rail associations last.
Editing fields inline
Most fields on the left rail are click-to-edit. Click the value, type the new one, click out (or press Enter) to save. Every change is logged in the history panel on the right rail with the field name, the old value, and the new value, so nothing important ever just silently changes.
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Creating a job you're chasing (a “deal”)
How to add a deal to your sales board, what to put in it, and what happens after you save.
Customising your sales board (stages)
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Logging what happened — notes, calls, meetings, files
How to record everything that happens on a deal, contact, or company so nothing falls through the cracks.