Deals track sales opportunities and connect them to the people and companies involved.

Each deal has fields for name, company, amount, stage, and expected close date. They also surface the next open task associated with the opportunity and an AI-generated summary from calls, emails, and meetings.

Deal Intelligence identifies opportunities in your emails and call recordings and suggests creating deals automatically.

When you create a deal manually, pick an existing company or person, or type a new name in the Company or People field to create one on the spot.

Deal names must be unique within your workspace. To create a second deal for the same company - for example, a new opportunity after an earlier one closed - give it a distinct name, such as adding the year or contact ("Demandbase - 2026"). Both deals still link to the same company record.

Create a deal from any of these entry points:

Clarify includes default stages - Lead, In progress, Won, and Lost - but you can rename, reorder, recolor, and add your own custom stages to match your sales process.

To update a deal's stage, click the Stage field on the deal list or from the deal record's Details panel and select from the dropdown.

To customize your stages:

Removing a stage clears the Stage field on every deal that was in it. Those deals are left with no stage, and adding the stage back later doesn't restore them.

To merge two stages, move the deals first, then remove the old stage:

To change only a stage's name, rename it instead. Deals in that stage keep it under the new name.

Close a deal by setting its stage to whichever stage represents Won or Lost in your process - there's no separate close action.

Add custom fields to track deal-specific data for your business:

Custom fields appear in the Details panel on the deal record. They are not added to the Add Deal modal, which always shows the same built-in fields. Create the deal, then fill in your custom fields from its Details panel.

View deals in two formats:

Both views let you click through to individual deal records.

Board view groups by any single-select field, not only Stage. The grouping button in the toolbar is labeled with the field in use, so it reads Stage until you change it - click it to group by Deal type, or any other single-select field. Labels and other multi-select fields can't group a board.

Beside it, Show or hide columns hides the columns you don't want on that board. The hidden set saves with the list, so each saved list shows its own subset of stages.

Dragging a column to reorder it changes the stage order on the field itself, which reorders every other board in the workspace. Hiding a column affects only the list you're on.

Create saved lists of deals using filters. Star any list to pin it to your favorites for quick access.

All deals share one Stage field, but each saved list can show only the stages that belong to it. That gives you a separate board per pipeline.

Each list then works as its own pipeline with its own stages. Name stages distinctly where two pipelines have a step that means different things, since they share one list.

A label won't work as the grouping - a board can only group by a single-select field.

To require different fields per pipeline, add a rule on the deal object - for example, require a Loss Reason only when Deal type is Partner. See Conditional Required Fields.

For the wider workflow - keeping deals current, measuring the pipeline, and automating hygiene - see Managing your pipeline.

Ask Rep to filter or surface deals using plain language - for example, "show deals closing this quarter over $50k", "which deals slipped from Q1?", or "open deals with no activity in the last 14 days." Rep can also assemble a one-off list with the fields you ask for.

Ask Rep from the composer at the top of Home, or press Cmd+K and start typing - Tab opens what you typed in a new Rep chat.

Click any deal to open its record. The main area has these tabs, and an admin can add or hide others from the tab bar:

The Details panel on the right shows all deal fields: stage, amount, close date, owner, company, and any custom fields. The People and Companies panels show everyone associated with the deal.

By default, new deals are visible to everyone in your workspace. An admin changes that for the whole record type: go to Settings → Workspace → Objects, open Deals, and set Default visibility from Everyone in the workspace to Only the owner. Each new deal is then visible only to the person who created it, until it is shared.

The setting applies to the record type, not to individual people. With Deals set to Only the owner, every member sees only their own deals. Two things widen that:

Changing the default applies to new records only. Existing deals keep the access they already have. To make an existing deal private, its owner or an admin opens it, selects Share, and switches the audience from Everyone at your workspace to Only people invited. This is done one deal at a time.

Reports follow the same rules. The numbers in a report or dashboard only count deals the person reading it can see, so two people can see different totals on the same report. For the full picture, see Sharing and permissions.