# Deals ### **Overview** Managing your sales pipeline is effortless with **ClosingDealz**. Our **Deals** feature provides a **flexible, visual, and structured** approach to tracking deals, ensuring that every opportunity is managed effectively from start to close. With **multiple views, detailed insights, and seamless team collaboration**, you can stay on top of every deal and optimize your sales process for maximum efficiency. *** ### **Pipeline Views: Kanban & List View** Users can choose between two deal management views: * **Kanban View** – Drag and drop deals across different pipeline stages for a visual sales workflow. * **List View** – Get a structured, sortable, and searchable list of all deals for better data management. Both views provide **real-time updates**, ensuring your team stays aligned and organized. *** ### **Deal Overview** The **Deal Overview** dialog provides an in-depth look at each deal, offering key details and actions in one place: * **Contacts & Lead Details** – View linked contacts and lead information. * **Deal History** – Track changes, interactions, and updates over time. * **Expected Close Date & Confidence** – Adjust projections and confidence levels for better forecasting. * **Team Assignment** – Assign deals to specific team members for collaboration. * **Activities Management** – Add and track activities related to the deal, such as scheduled tasks and meetings. With this **centralized hub**, you can make informed decisions, manage interactions efficiently, and keep deals moving forward. *** The **Deals** feature in ClosingDealz ensures that every stage of the sales process is streamlined, collaborative, and easy to track—helping you close more deals, faster. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://closingdealz.gitbook.io/product-docs/features/deals.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.