Deals have fields for their name, company, amount, stage, and expected close date. They also automatically show you the next open Task associated with the deal.
You can add custom fields to people for data particular to your business.
Automatic creation
Deal Intelligence identifies opportunities in emails and call recordings, then suggests creating deals automatically.
Manual creation
To add a deal manually, the company and/or person must already exist in Clarify. Once they do, you can add all necessary deal data and click "Add."
You can create deals manually in several ways:
Click the "Add Deal" button on deal list pages
Use the plus button in the top-left navigation
Press Cmd+K and select "Add Deal"
Deal stages
Clarify includes default deal stages, but you can customize them to match your sales process. To customize stages:
Navigate to the Deal list
Click "Fields" menu
Search fields for "Stage"
Hover over the Stage option
Click the pencil icon
As a result you’ll get a modal that allows editing
You can customize the naming convention, order, and color coding for each stage.
Deal lists
Create saved lists of deals using fields and filters. Star lists you use frequently to keep them in your favorites section for easy access.
AI search functionality
Use AI search to locate specific deals by stage, close date, amount, or other criteria.
Deal views
View your deals in two formats:
List view - See deals in a traditional table format
Board view - Visualize your pipeline by stage
Both views let you click through to individual deals for additional details.
Navigating a deal record
Overview, activity, emails and meetings
The deal record provides a detailed view of each opportunity:
Overview tab
AI-generated deal summary with insights from calls, meetings, and emails
Automatically created tasks for next steps and deliverables
Complete history of emails with people associated with the deal
Real-time activity feed of all interactions
Details tab
Important deal-specific information
Custom fields to track data specific to your sales process
People and lists tab
All people associated with the deal
Lists where this deal appears
Each section gives you the context you need to move deals forward effectively.
Creating multiple deal pipelines
Watch the recording below for a walkthrough on how to create multiple deal pipelines