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Deals is the main pipeline workspace in Doris. Use it to scan opportunities, open deal records, understand what has changed, and decide what to do next.

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When to use Deals

  • Review your active pipeline
  • Find deals by pipeline, stage, owner, status, amount, close date, or forecast
  • Check qualification strength and recent activity
  • Open a deal to review risks, evidence, commitments, and strategy
  • Run Hygiene when CRM fields need evidence-based review

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How to use the Deals list

1

Start from the pipeline view

Open Deals from the Records section of the sidebar. The list shows synced opportunities with amount, stage, status, forecast, owner, close date, activity, and qualification indicators.
2

Filter to the right worklist

Use filters for pipeline, stage, status, forecast, owner, amount, and close date. Reps can use My deals to focus on their own opportunities.
3

Scan qualification and activity

Use the qualification indicators and activity timeline to spot deals with weak discovery, stale engagement, or missing evidence.
4

Open a deal

Click a row to open the deal detail page when you need the full context behind the score, risk, or activity.

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How to use a deal page

Start here for the deal summary, stage, amount, owner, close date, key fields, and overall health.
Review the living deal brief, risks, strategy, and recommendations. Use this before forecast calls, next-step planning, or customer follow-up.
Read the timeline of what Doris has processed: meeting reviews, email-triggered reviews, stage changes, score changes, risks, commitments, and stakeholder updates.
Review framework scores and evidence by dimension. Use Enablement to manage the frameworks Doris applies.
Open the meetings, emails, and commitments that support the deal’s scores, risks, and recommendations.

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Common actions

  • Hygiene — Compare tracked CRM fields against evidence and review proposed updates
  • Data Quality — Open record-linking or source issues that affect deal accuracy
  • Roundtable — Create or manage the buyer-facing deal room
  • Commitments — Track promises made by your team and the buyer
  • Evidence review — Open the source meetings and emails behind Doris’ analysis
Use Deals for deciding what to do next. Use Meetings when you need the exact transcript moment behind a deal signal.