Create and organize deals

Use the Deals page to create deals, open live deal workspaces, organize active work, and review portfolio-level views.The Deals page can show a deal list or a Dashboard.## Work from the deal listThe deal table shows the deal, asset, scope, placement, and last update. It is sorted by recent activity.Start with New deal when you are adding a new opportunity. Open an existing deal from its row. Use row actions to rename, move, duplicate, or delete a deal.Use Live access when a shared live deal needs view or edit access.## Organize reviewUse the view controls to switch surfaces, filter by stage, change display options, or save a view you will use again.Use folders for ownership, market, mandate, or review batch. Use stages for pipeline status. Use saved views for recurring portfolio review.Duplicate a deal when you need a separate copy. Live-deal edits affect everyone with access to that live deal.