DEAL MANAGEMENT
A Fast List For Active Deals. No Detail Pages To Open.
BizzField's Deal Management gives reps a lightweight, quick-access list layered directly on your Opportunity data — priority, type and value visible at a glance, with nothing tracked twice.
Not Every Deal Check Needs A Full Detail Page.
Reps who just want to know what's active and who owns it shouldn't have to open record after record to find out.
One List. Four Moves. Zero Extra Data Entry.
Deal Management isn't a separate workflow to learn — it's a faster lens on the Opportunity data your team already keeps current. Expand each step to see exactly what a rep does.
The Deal Management list reads directly from Opportunity Management records and surfaces every active deal in one scroll. There's no separate module to populate and no import step — the moment an Opportunity exists, it appears here.
Priority (Low, Medium, High, Urgent) and Opportunity Type (New Business, Existing Business, Renewal, Upsell, Cross Sell) sit directly in the list row using the same badges reps already recognize from the Kanban board. Nothing is hidden inside a form.
Every value shown in Deal Management is read live from the Opportunity record's native currency field. There's no conversion, no rounding and no second value to reconcile against what Sales Pipeline reporting shows.
Because priority and type are visible without a click, a rep can triage an entire list of active deals in the time it used to take to open two or three detail pages. Anything that needs deeper action is one click away from its full Opportunity record.
Deal Management and Opportunity Management share the same underlying record, including stage and structured Loss Reason data. A stage move logged in one view is reflected in the other automatically — there is nothing to reconcile at the end of the day.
Why Reps Use BizzField Deal Management Daily
Built on a simple productivity principle: the fastest way to keep two views in sync is to never let them fork in the first place.
A Faster List. Never A Different Answer.
What a rep sees the moment they open the deal list.
Deal Management — Questions Reps Ask
Deal Management is a lighter, faster view over the same opportunity data — ideal for reps who want a quick list without opening full opportunity detail pages.
Yes. Deal values can be tracked in INR, USD, EUR or GBP.
Yes. Priority and Opportunity Type are shown directly in the Deal Management list, so urgent or high-value deals are visible at a glance.
No. Both views read from the same underlying Opportunity record, including Loss Reason and stage data, so changes made in either view show up in the other automatically.
No. As soon as Opportunities exist in your pipeline, they appear in the Deal Management list automatically — there's no separate configuration or import step.
Give Your Reps A Faster Way To Scan Active Deals
See how BizzField's Deal Management surfaces priority, type and value at a glance — reading directly from the same records as Opportunity Management, with nothing tracked twice.