Manage your sales pipeline like a spreadsheet
Track opportunities with customizable tables, custom fields, and multiple pipelines.
Undesk Team
20 Jan 2027
Watch Deals in action
Coming soon (2:45)
About This Feature
The Deals feature is a highly customizable CRM built directly into your workspace. It features a fast, spreadsheet-like interface where you can hide columns, sort data, and create custom fields to track exactly what matters to your agency. With support for multiple pipelines and bulk CSV importing, it adapts entirely to your unique sales process.
What You Can Do
Create multiple pipelines for different services or departments.
Add custom fields (text, numbers, dates) to track specialized data.
Bulk import hundreds of deals instantly via CSV.
Sort, filter, and hide columns to create your perfect view.
Requirements
Pipelines must have at least one stage defined before adding deals.
Bulk imports are limited to 500 deals per upload for performance.
For best results, keep deal values updated to ensure accurate analytics.
Frequently asked questions
Everything you need to know about how this feature works.