# Deals

> **Limited Access:** Sales Agents is currently available to select customers only. To get access, reach out to <bugra@hockeystack.com>.

### Overview

The Deals page provides a filterable, searchable list of all deals in your pipeline. From here you can drill into individual deals to view their journey, manage tasks, and interact with the AI deal agent.

### Deals List

#### What You See

The deals table displays the following columns:

| Column           | Description                                              |
| ---------------- | -------------------------------------------------------- |
| **Deal Name**    | The deal's name (clickable — opens the deal detail page) |
| **Stage**        | Current deal stage in your pipeline                      |
| **Created Date** | When the deal was created                                |
| **Close Date**   | Expected or actual close date                            |
| **Deal Owner**   | The rep who owns this deal                               |
| **Status**       | Won (green), Lost (red), or Open (yellow)                |

#### Searching

Use the search bar at the top to find deals by name. Results update as you type (with a brief debounce for performance).

#### Filtering

Click the filter icon to open the filter panel. Available filter categories:

* **Deal Stage** — Filter by one or more pipeline stages.
* **Company Properties** — Filter by the associated company's attributes.
* **Deal Properties** — Filter by custom deal properties.
* **Touchpoint Properties** — Filter by integrated touchpoint data.
* **Owner Properties** — Filter by deal owner attributes.

Active filters display as chips below the filter bar. Remove individual filters by clicking the X on each chip, or clear all filters at once.

#### Sorting

Click any column header to sort. The default sort is by **Close Date** (newest first). Click again to reverse the sort order.

#### Pagination

The list uses infinite scroll — as you scroll down, more deals load automatically.

### Deal Detail Page

Click a deal name to open its detail page.

#### Header

The header displays:

* **Deal name**
* **Company** name and logo (clickable — navigates to the company page)
* **Key metrics**: Current stage, close date, and deal value

#### Tabs

| Tab         | Description                                                                     | Availability                   |
| ----------- | ------------------------------------------------------------------------------- | ------------------------------ |
| **Journey** | Visual timeline showing the deal's progression through stages and touchpoints   | Always                         |
| **Tasks**   | AI-generated and manual tasks associated with this deal                         | When agents feature is enabled |
| **Agent**   | Interactive AI agent for deal analysis, context generation, and task generation | When agents feature is enabled |

#### Journey Tab

Displays a timeline chart showing how the deal has moved through your pipeline. Filter by touchpoint types to focus on specific activity.

#### Tasks Tab

Shows tasks linked to this deal. You can:

* View existing tasks with their status, priority, and assignee.
* Create new tasks directly from this tab (pre-filled with the deal's context).
* See the [Tasks](/revenue-agents/tasks.md) and [Deal Task Generation](/revenue-agents/deal-task-generation.md) documentation for full details on task management.

#### Agent Tab

The AI-powered deal agent lives here. See the [Deal Agent](/revenue-agents/deal-agent.md) documentation for full details on generating context, uploading documents, generating tasks, and chatting with the agent.

### Constraints

* Deals data is sourced from your connected CRM (Salesforce or HubSpot). The list reflects what is available in your CRM.

### FAQ

**Q: Why don't I see the Agent tab?** A: The Agent tab requires the agents feature to be enabled for your workspace. Contact your admin or reach out to <bugra@hockeystack.com>.

**Q: Can I edit deal properties from this page?** A: Deal properties are managed in your CRM. HockeyStack displays them in read-only mode.

**Q: How often is deal data refreshed?** A: Deal data syncs from your CRM on a daily basis.

**Q: What does the Status badge mean?** A: **Won** means the deal is closed-won, **Lost** means closed-lost, and **Open** means the deal is still active in your pipeline.


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