Understanding Deals

What is a Deal object?

The Deal object is a standard object in SparrowCRM that represents a potential sales opportunity between your team and a company or contact. Each deal record tracks the progress of an opportunity through the sales pipeline, from initial prospecting through to a closed outcome.

A deal can represent a new business opportunity, a renewal, an upsell, or any revenue-generating activity worth tracking in the CRM.

Deals are where pipeline management happens. Every deal record connects to the people and organizations involved in an opportunity, tracks engagement and activity across the sales cycle, and surfaces AI-generated insights that help teams close more effectively.

Use Deals to:

• Track sales opportunities through pipeline stages
• Monitor deal value, close dates, and forecasted revenue
• Visualize pipeline health using Kanban and list views
• Associate contacts and companies involved in an opportunity
• Access AI-generated deal scoring, health indicators, and risk signals
• Analyze won and lost outcomes to improve future performance

Deals Object Page

The Deals page allows you to view, organize, and manage all deal records in your workspace. The page includes pipeline selection, view options, AI-powered search and filters, and a metrics summary to help teams stay on top of their pipeline.

Pipeline Selector

Use the pipeline dropdown to choose which pipeline to view, such as "Sales Pipeline," "Channel & Partnerships," or "All" to see every deal across all pipelines.

View Options

The Deals page supports multiple view modes, accessible through the view toggle icons:

• Table View — a scannable list of all deals with sortable columns
• Kanban View — a visual board with deals organized by pipeline stage

Pipeline Metrics

A summary bar at the top of the page provides a quick snapshot of pipeline health:

• Total Deal Amount — combined value of all deals in the current view
• Weighted Deal Amount — deal values adjusted by close probability
• Open Deal Amount — total value of active, open deals
• Closed Deal Amount — total value of deals that have been closed
• Avg. Deal Age — the average number of days deals have been in the pipeline

Click Hide Metrics to collapse the summary bar when not needed.

Visualizing your data

Views can be displayed in two formats.

Table View displays deals in a spreadsheet-style layout. Each row is a deal, and columns show fields like deal name, amount, owner, pipeline, and stage. Table View is useful for scanning the full pipeline, comparing deal values, and sorting by close date or priority.

Default columns include:

• Deal Name
• Deal Amount
• Deal Owner
• Created By
• Pipeline
• Stage

Use the column, filter, and sort controls to customize the table layout, adjust visible fields, and organize records by criteria such as deal value, stage, close date, or owner.

Kanban View

Kanban View groups deals into columns by pipeline stage, providing a visual overview of where every opportunity stands. Each deal appears as a card showing deal name, amount, owner, AI tags, deal health, and quick action icons. Drag and drop deals between stages as they progress through the pipeline.

Each deal card shows:

• Deal name and company logo
• Deal amount
• Deal owner
• AI-generated tags indicating deal status and signals (e.g., High Interest, At Risk, Stalled, Ghosted, Overdue, Pending Tasks, Competitor, High Fit, No Power, Untouched, New)
• Deal health bar with a percentage score
• Time indicator
• Quick action icons for notes and email

Search Deals

Use the search bar to quickly find deals by:

• Deal name
• Associated company
• Deal owner
• Pipeline stage
• Other deal details

Use AI Search

AI Search allows you to find deals using natural language directly from the search bar.

Examples:

• "VIP clients inactive 30+ days"
• "Lead Score is greater than 50"
• "Deals closing this month over 50k"
• "Stalled deals with no activity in 14 days"

Apply AI Filters

AI Filters appear as a horizontal bar of filter chips below the search bar, providing one-click access to intelligent deal segments.

Available filters include:

• Show high-intent deals
• At risk deals
• No activity deals
• No-intent deals
• Show all deals
• Show medium-intent deals

Click More to access additional filters, or Hide Filters to collapse the filter bar.

These filters help teams quickly focus on deals that need attention without manually building filter queries.

Sort and Organize Records

Use sorting options to organize deals by criteria such as:

• Deal name
• Deal value
• Stage
• Expected close date
• Last activity
• Owner

Create Views

Views allow you to save and reuse filtered lists of deals for different workflows, such as focusing on deals closing this quarter, monitoring stalled opportunities, or tracking a specific pipeline.

To create a view:

1. Click the view dropdown (e.g., "All Deals") at the top left.
2. Click + New view.
3. Choose a creation method:
4. • ✨ Describe your view — describe what you need in plain language and AI builds the view for you (e.g., "Show me all the contacts who haven't responded in 7 days")
   • + Create manually — open the Create View modal and configure it yourself
   • Suggested — pick from pre-built views based on common filters, such as "Priority is High," "AI Tags includes New or Untouched," or "Deal Age (Days) is greater than 30"
4. Enter a Title (e.g., "Closing This Month" or "At Risk Pipeline").
5. Select the Default View Type — Table View or Kanban View.
6. Set Who can access this view — private, team, or everyone.
7. Click Create view.

Views are organized into two tabs: Mine for personal views and Shared for views visible to the team. Each tab has its own search bar, making it easy to find saved views as the list grows. Every object starts with a default view (e.g., "All Deals").

Once a view is created, personalize it by adjusting sorts, filters, or visible columns. Click Save for me to keep changes to your version of the view, or Create as new view to share a filtered version with others.

Deal Fields

Deal records contain fields that store information about an opportunity, its pipeline progression, associated relationships, and AI-generated insights.

SparrowCRM supports several categories of deal fields.

System Fields

System fields are created and managed by SparrowCRM. These fields help identify, organize, and manage deal records across your workspace.

Examples include:

• Deal name
• Deal stage
• Deal owner
• Deal value
• Pipeline stage
• Deal type
• Expected close date
• Annual contract value (ACV)
• Total contract value (TCV)
• ARR and MRR
• Forecast amount
• Associated contacts
• Associated company
• Status
• Tags
• Created date
• Modified date

Enriched Fields

Enriched fields are automatically populated using external data sources associated with the deal and its related records.

Learn more in Data Enrichment.

AI-Enriched Fields

AI-enriched fields provide insights generated from deal activity, engagement patterns, and pipeline data.

Examples include:

• Deal score
• Engagement score
• Fit score
• Close probability
• Potential risks
• Competitor mentions
• Next best action
• Won and lost reasons

Learn more in Data Enrichment.

Behavioural Fields

Behavioural fields track interactions and engagement associated with a deal over time.

Examples include:

• Emails sent, opened, clicked, and replied
• Meetings held
• Calls completed
• Call minutes
• Last activity date
• Next activity date
• Deal age (days)
• Deal stage duration
• Notes count

These fields help teams understand how actively a deal is being worked and where engagement may be dropping off.

Calculated Fields

Calculated fields are automatically derived from related records and activities associated with the deal.

Examples include:

• Open task count
• Next due task
• Forecast amount

These fields provide additional pipeline context without requiring manual updates.

Custom Fields

In addition to standard fields, custom fields can be created to capture information specific to your team's sales process and deal workflows.

Custom fields can be used across records, views, filters, automations, and reports.

Deals are the core of pipeline management in SparrowCRM, helping teams track opportunities, monitor revenue, and close more effectively from a single workspace.