> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetdoris.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals

> Work your pipeline with qualification evidence, risk signals, activity, and commitments in one place.

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.

## 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

## How to use the Deals list

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Scan qualification and activity">
    Use the qualification indicators and activity timeline to spot deals with weak discovery, stale engagement, or missing evidence.
  </Step>

  <Step title="Open a deal">
    Click a row to open the deal detail page when you need the full context behind the score, risk, or activity.
  </Step>
</Steps>

## How to use a deal page

<AccordionGroup>
  <Accordion title="Overview">
    Start here for the deal summary, stage, amount, owner, close date, key fields, and overall health.
  </Accordion>

  <Accordion title="Intelligence">
    Review the living deal brief, risks, strategy, and recommendations. Use this before forecast calls, next-step planning, or customer follow-up.
  </Accordion>

  <Accordion title="Execution">
    Read the timeline of what Doris has processed: meeting reviews, email-triggered reviews, stage changes, score changes, risks, commitments, and stakeholder updates.
  </Accordion>

  <Accordion title="Qualification">
    Review framework scores and evidence by dimension. Use [Enablement](/features/custom-frameworks) to manage the frameworks Doris applies.
  </Accordion>

  <Accordion title="Evidence">
    Open the meetings, emails, and commitments that support the deal's scores, risks, and recommendations.
  </Accordion>
</AccordionGroup>

## 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

<Tip>Use Deals for deciding what to do next. Use [Meetings](/features/conversations) when you need the exact transcript moment behind a deal signal.</Tip>