Open Deals
- Sidebar **Deals** (/dashboard/deals)
- Board view — /dashboard/deals/board
Deal detail
- Stage and amount — move when exit criteria met
- Linked lead or client — timeline syncs activities
- Notes, tasks, and meetings on the deal record
Pipeline
Deals
Opportunities, stages, revenue, and board view toward close.
Ready to try this in FlowForce?
Start free — set up your workspace and follow along with this guide.