Deals overview

Manage opportunities, revenue, stages, table view, board view, and linked work.

7 min readUpdated July 2026

Before you begin

Deals represent revenue opportunities. They usually link to a Contact or Lead and move through deal stages until closed won or closed lost.

Video walkthrough placeholder for Flowforce Deals overview.
Video: Deals overview
Video walkthrough placeholder for Flowforce Deals overview.

Use Deals

  • Open Deals from the sidebar
  • Use table view to scan amount, owner, stage, and close date
  • Use board view to move deals by stage
  • Open a deal detail page for notes, meetings, tasks, and linked records
Deals table showing opportunities, amount, stage, owner, close date, and row actions.
Deals table showing opportunities, amount, stage, owner, close date, and row actions.
Deals board view showing deal cards grouped by stage.
Deals board view showing deal cards grouped by stage.
Deal detail page showing linked contact or lead, stage, amount, timeline, and actions.
Deal detail page showing linked contact or lead, stage, amount, timeline, and actions.

What you should see

Each deal should have an owner, stage, amount, close date, and linked person or account so forecasting and follow-up are useful.

Common issues

  • Deal missing — clear filters and smart queues
  • Amount missing — update required revenue fields
  • No linked person — connect the deal to a Contact or Lead

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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