Deals
Deals gives you a read on your open pipeline without leaving Alpheous: a live view of your firm's deal pipeline, mirrored from HubSpot into the app.
:::note What This Page Is Not Deals is a viewer, not an editor. You cannot draft or assemble a proposal here, and there is no e-signature step. Every action on this page is navigation: opening a deal, a firm, or a contact. If you need to change a deal, do it in HubSpot; the change shows up here. :::
The Deal List
The list is searchable by deal name and filterable by pipeline, with the option to include closed deals when you want the full history rather than just what is open. A glance band above it shows Total Deals, Open Pipeline, and Pipelines, so you can read the shape of your pipeline before opening a single deal.
The Deal Workspace
Open any deal to see its full context: the firm it is linked to, its contacts, a Deal Desk timeline, its stage history, and firm intelligence showing which of your products pass fit at that firm. A link takes you straight through to the full firm profile if you want the deeper picture.