Deals
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
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:
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
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 and Deal Task Generation documentation for full details on task management.
Agent Tab
The AI-powered deal agent lives here. See the Deal Agent 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 [email protected].
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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