Deals

Every deal.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Deals summarizes each deal's title, stage, value and status (Open, Won, Lost or Churned). Open the row or its arrow for contact, company, expected close date and owner.

• Search and filter: search by deal title, then filter by pipeline, stage, status and a close-date range. Clear filters resets them.
• Add a deal: select Add deal (Admin and Member).
• Export: Export CSV downloads the deals matching your filters.
• Open a deal: select a row.

Search runs automatically after a short pause; Enter runs it immediately. Filters and status chips apply immediately. Done closes the filter panel, and active hidden filters remain visible below search. Remove one by selecting its summary. Clear search affects text only; Clear filters resets all optional constraints. The URL retains your choices for reload and browser Back/Forward. A failed request shows Try again instead of an empty result.

Changing filters clears the current bulk selection.

Deal page

A deal's page shows its value, billing type, probability, dates, stage history, days in pipeline and days in stage, plus the contacts, company, collaborators and logged activities.

• Edit: only the owner, a collaborator or an Admin can change a deal.
• Collaborators: the owner or an Admin can add teammates who can edit the deal alongside the owner.
• Lost deals show the reason recorded when they were moved.
• Mark churned: appears on won deals, for when the customer leaves.
• Archive: removes the deal from lists. Admins only.

When opened from an overview widget, the detail header returns to the originating dashboard or full queue, including its scope and page. Direct links keep the normal listing return link.