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Deals is your pipeline in Doris. Click Records in the sidebar. Doris opens the Deals tab. The tabs at the top of the page are Deals, Companies, People, Commitments and Data quality. Use them to move between your records.

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Find the deals that need you

1

Start from your own deals

Reps see My deals turned on by default. Managers and admins see the full pipeline. Click My deals to turn it on or off.
2

Look at the Sentinel column

Sentinel shows warnings about a deal. Hover over a warning to read the full sentence with its numbers. A dash means no warning.
3

Filter the list

Click Filter to add a filter. The list shows open deals by default. Remove the Status filter to see won and lost deals too.
4

Open a deal

Click a row to open the deal page.

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Sentinel warnings

Warnings are facts from your CRM and your calls. They are not predictions. To see only deals with warnings, filter on Sentinel and choose Any warning.

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Columns

The list shows these columns: Deal, Next step, Company, Sentinel, Amount, Last Contact, Stage, Status, Forecast, Close Date, Owner, Probability, Open commitments and Activity. The list also shows one column for each active qualification framework and your workspace’s custom deal fields. Click Columns to show, hide or move columns.

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Filters

You can filter on Pipeline, Stage, Status, Forecast, Owner, Amount, Close Date, Last Contact and Sentinel.

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Read a deal

The deal page has no tabs. Read it from top to bottom.
  1. Stage strip. It shows the pipeline stages, the current stage and how many days the deal is in it.
  2. Deal summary. Doris writes this summary from your calls and emails. The Next move band shows what to do next. Click a citation to see the call or email behind a claim.
  3. Since you looked. These chips show what changed since you last opened the deal.
  4. Panels. Click Commitments, Risks, Qualification or Attachments to open one panel under the summary.
  5. Activity. It lists calls, emails, deal changes, commitments, assessments and Doris reviews. Use the filter to show one kind.
The right side of the page has two more sections:
  • Similar deals lists the deals most like this one, one row each, with the result (won, lost or current stage) and the amount. The pills under a row show what the two deals share: a concern both buyers raised, or a competitor you met on both. Click a pill to read what the rep said about it on the other deal and what the buyer did next. When the other deal never answered the concern, the pill says so.
  • Who is on this deal shows the buyer’s people Doris saw on calls and emails, and your own team.
If the deal has a record problem, a badge shows next to the deal name. Click it to open Data quality.

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Deal risks

Click Risks to open the In the way panel. It lists the blockers, the risks and the objections Doris found on the deal. Items that Doris only watches are listed under Watching.

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Check qualification

Click Qualification to see the framework scores for the deal. Doris scores every deal against the built-in frameworks and any deal framework your admin adds. Click a dimension to see the evidence behind its score. To change the frameworks, see Enablement.

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Work on commitments from a deal

Click Commitments to see the promises on this deal. For each commitment, you can:
  • Click the checkbox to mark it complete.
  • Click Complete with ChatGPT or Complete with Claude. This opens that tool with a prompt to write the deliverable. It uses the Doris MCP server, so connect it first.
To see commitments across all your deals, use Commitments.

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Create a deal

Click New deal. Enter the Deal name, Company, Stakeholders, Stage, Close date, Amount and Currency. Click Create deal. You do not need a CRM for this. Deals from your CRM sync in automatically.
To see the exact moment in a call behind a signal, open the call from Activity. See Meetings.