Deals
Track customer-linked opportunities with stage, value, currency, owner and close date.
Deal title
Name of the opportunity.
Customer
Customer record associated with the deal.
Stage
Current deal stage. Use the available stage values consistently so the pipeline view remains meaningful.
Value
Numeric commercial value of the opportunity.
Currency
Currency associated with the Value.
Expected close date
Forecast date for completing the deal.
Owner
Employee responsible for the deal. Unassigned leaves it without an Employee owner.
Notes
Internal context about the opportunity.
NOTEDeals is an optional business module inside Desk; it does not turn customer support records into customer-visible sales information.
Last updated August 23, 2026