The Deals page shows both deals made in Piper and those imported from your CRM Integration.

🤝 Deal Page Actions

• Edit a deal by clicking on the deal name or using the pen icon on the right.
• Select which pipeline’s deals to view by using the Pipeline dropdown menu.
• Customize columns to choose which fields are displayed.
• Filter deals by owner (deals owned by you) or by status (Active deals).
• Create a new deal directly from this page. If Auto Sync is enabled, it will also be created in your CRM integration.
• View all Notes associated with a deal by clicking the Notes icon.

Reviewing Deal Fields

❓ Didn't find what you were looking for?

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Send an email or Open a Support Ticket (suggestions are also welcome)

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