The deals board

What this page is — the deals screen: opportunities grouped by stage, with a list view alongside.

What it is for — seeing what money is in play and how far along each opportunity is.

The problem it solves — a lead list tells you who might buy; this tells you what it is worth and when it might close. It is also where two figures mislead if you take them at face value: the export ignores your filters, and the pipeline total can be summing mixed currencies.

Route: /org/marketing/deals · Module: mkt_manage_deals — 8 permissions Permission to view: View Deals

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1. What a deal is

	Deal	Lead	Contact
Answers	What might we earn?	Might they buy?	Who are they?
Has money	Yes — amount and currency	A deal_value estimate only	No
Has a pipeline	Yes — deal pipeline, stages	Yes — lead pipeline, statuses	No
Created by	Conversion, or by hand	Many paths	Conversion, import, by hand

Figure 1 — The board. Twelve deals across the six stages of Standard Sales Pipeline.

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2. The list view

Figure 2 — The list. Seven columns.

Column	Holds
Title	The deal name. Conversion generates {company} — … or Deal for {company}
Amount	With its currency
Pipeline	The deal pipeline
Stage	Position within it
Close Date	expected_close_date — often empty, see below
Owner	Assigned user
Actions	View · edit · delete

Deals created by conversion have no close date

Close date, priority and description are not part of the conversion request, so a converted deal arrives without them. See convert to deal.

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3. Filtering

Figure 3 — Filtered to Negotiation/Review.

The All Stages selector filters to one stage. Pipeline filtering works the same way.

Export honours the filters on screen

Filter to a stage or a pipeline and the file contains that subset, produced by the server from the full result set rather than from the rows currently rendered.

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4. Currency

A converted deal defaults to USD

Conversion sets USD when the rule does not name a currency. On a tenant operating in another currency this silently misstates pipeline value, and the board shows a mix with no meaningful total.

Set currency explicitly on every deal conversion rule.

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5. The admin contract

Needs	Or
A deal pipeline with stages	Deals have no board position
Stages with unique sort_order	Column order is unpredictable
View Deals	Access denied
Create Deals	No Create Deal

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6. Downstream

Deals feed Pipeline Health and the executive summary's pipeline value. A deal linked to a contact and a source lead carries attribution back to the lead's source.

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7. Don't confuse this with…

This	Not this
A deal stage	A lead status
A deal pipeline	A lead pipeline
deal_value on a lead	amount on a deal — the estimate versus the deal
Deals Settings	Deals Pipeline Management, which guards the writes

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8. Troubleshooting

Symptom	Cause
Export contains filtered-out deals	Export ignores filters. Section 3
Stage columns in an odd order	Stages sharing a sort_order. See pipelines
Deals in the wrong currency	Conversion defaulted to USD. Section 4
Close Date empty on many deals	Conversion does not set it. Section 2
A deal appears on no board	It has no pipeline or stage