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The Deals view shows your entire pipeline at a glance. Each deal is enriched with qualification scores from conversations, risk assessments, and living briefs that update after every meeting.

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Deal Overview

The deals list shows all your active opportunities with key information at a glance:
  • Filter by pipeline, stage, status, or owner to find specific deals
  • Sort by amount, close date, or qualification score
  • MEDDPIC indicators on each deal card show qualification strength at a glance
Each deal card displays the company, amount, stage, and a color-coded qualification score so you can quickly identify which deals need attention.

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Deal Detail Page

Click into any deal to see its full profile:
A living summary with strategy, stakeholders, risks, and recommended next steps — grounded in conversation evidence. Updates automatically after each meeting so it’s always current.
Qualification framework scores with a breakdown by dimension. See exactly where each deal is strong and where gaps remain. Learn more about Deal Qualification.
All conversations associated with this deal, with transcripts and extracted evidence. See Conversations for details.
Everyone involved in the deal and their roles in the buying process — champion, economic buyer, decision maker, and more.
A timeline of how the deal has progressed through your pipeline stages, with dates and context for each transition.

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Creating Deals

Deals can come into Doris in two ways:
  1. CRM sync — If you have HubSpot or Salesforce connected, deals sync automatically. This is the recommended approach.
  2. Manual creation — Create deals directly in Doris when needed. Manual deals can be linked to companies and contacts.
If you have your CRM connected, deals sync automatically. You don’t need to create them manually — just work in your CRM as usual and Doris handles the rest.