Working deals
New Business pipeline
A dense table of open new-business deals, filtered by scope, period and stage. Rows open the deal record.
The filters
New Business and Renewals share one filter contract, so what you learn on one works on the other.
All three apply together, and the line under the filter bar restates the slice in words. An empty result is a per-scope empty state, not a blank table — so “no deals in my region this quarter” reads differently from “nothing matches Negotiation”.
Search and paging
Search narrows by account and deal name. It filters the rows already loaded rather than querying the server, so on a long pipeline a match further down the cursor walk will not appear until you page to it — ask Marvin instead when you are hunting for one deal by name. Paging is a cursor walk; a total count is shown when the server can count exactly and omitted when it cannot, rather than guessing.
OppFlow.ai docs · by Traversal · v0.1.32