Access to the Deals view is included with Business licences. |
The Deals view is designed to help you focus on the opportunities that matter most.
Instead of working from one static pipeline table, Claap lets you customize how deals are displayed so you can:
prioritize the right opportunities,
review your pipeline faster,
organize deals by workflow,
and surface the information most relevant to your role.
This article explains the different actions you can perform from the Deals view to customize and organize your pipeline.
Search for deals
Use the search bar to quickly find a specific opportunity.
You can search using:
the deal name,
or the associated company name.
This is useful when:
preparing for a customer meeting,
reviewing a specific account,
or navigating large pipelines.
Filter your pipeline
Filters help you narrow down your pipeline and focus on a specific group of opportunities.
| To filter your table:
Depending on your CRM setup, available columns may include:
|
Filters are especially useful for:
weekly pipeline reviews,
forecasting,
identifying inactive deals,
or reviewing opportunities closing soon.
Examples of useful filters:
Deals closing this quarter
Opportunities owned by me
Enterprise deals
Negotiation-stage opportunities
High-value opportunities
Sort deals
Sorting helps you prioritize deals inside the table. You can sort deals using fields such as:
Amount
Close date
Deal name
Owner
Stage
Deal age
Examples:
Sort by Amount to review your largest opportunities first
Sort by Close date to prioritize urgent deals
Sort by Deal age to identify stalled opportunities
Customize visible columns
You can customize the columns displayed in the Deals table.
This allows different teams to adapt the table to their workflow.
For example:
sales reps may focus on activity and next steps,
managers may focus on amount and pipeline health,
RevOps teams may focus on stages and ownership.
Depending on your setup, available columns may include:
Amount
Stage
Owner
Close date
Deal age
Contacts
Activity
AI Deal Summary
Pipeline
The Deal column always remains visible.
Create personalized views
Views help you save a specific way of organizing your pipeline.
Depending on your workspace configuration, you may be able to create views with:
custom filters,
sorting,
and visible columns.
This helps teams quickly switch between workflows without rebuilding filters manually every time.
Examples of common views:
My enterprise deals
Deals closing this month
Renewal opportunities
At-risk opportunities
Inactive deals
High-value pipeline
Custom views help teams:
reduce manual work,
standardize pipeline reviews,
and stay focused on the right opportunities.
Edit deal information
Depending on your permissions and CRM setup, some fields may be editable directly from the Deal drawer.
Editable fields may include:
Stage
Amount
Owner
Type
Close date
This helps teams keep opportunities updated directly from Claap.
Edit AI Deal Summaries
AI-generated Deal Summaries can also be edited manually.
This is useful when you want to:
add internal context,
clarify next steps,
rewrite wording,
or refine account notes.
Export deals
Depending on your workspace configuration, you may be able to export Deals data as CSV.
Exports are useful for:
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Best practices for organizing your pipeline
To keep your Deals view useful and actionable:
Keep deal stages updated in your CRM
Use filters to review opportunities regularly
Monitor inactive deals frequently
Track close dates carefully
Use activity signals to identify deal momentum
Create views adapted to your workflow
Well-organized views make it easier to:
prioritize follow-ups,
identify risks early,
and maintain pipeline visibility across the team.