Deals Page Overview

Last updated: March 9, 2026

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The Deals section is where you can view, manage, and act on all deals created by you and your team.

 

The Dashboard page (located in the Performance Section of First Bite) offers a companion table called the 'Companies in Pipeline' table which allows you to view deals aggregated by Company.

You can create deals at any point during the prospecting process—whether you’re in the Targets section, Campaign section, Deals section, or within a Company profile.

All deals will appear on this table once created.

 

To customize your pipeline stages, navigate to Settings > Sales Stages.

 

Key Actions You Can Take in the Deals section:

  • View and Manage Your Deals

  • Customize Your Table View to Manage Your Pipeline

 

View and Edit Your Deals

  • View and search all deals created by your team in one place

  • Click anywhere on the deal line (or use the toggle) to see a history of deal edits

 

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  • Click the three dots on the right side of the table to edit the deal’s details, including changing the Sales Stage and adding Deal Notes.

  • Select multiple deals for bulk editing.

 

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Customize Your Table to Manage Your Pipeline

  • Adjust column visibility to show deal makers and deal breakers

  • Sort columns to spot neglected deals and prioritize follow-up.

  • Apply filters to narrow by pipeline stage, account owner, or deal attributes.

    • Example: Filter by sales stage to concentrate on a specific part of the pipeline and streamline workflow

    • Example: Filter by account owner to manage your own deals

  • Use saved filters to streamline your daily workflow

 

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⚠ Deleted deals cannot be recovered