The Deal rooms page at a glance

Open the Deal rooms page

1. In the top navigation, open CRM and choose Deal Rooms.
2. The page lists every active deal room you have access to, with the most recently active rooms first.

The header

From left to right, the header holds:

• The page title and breadcrumb (Home › Deal rooms).
• Invoices, which opens the Invoices page listing every invoice across all rooms. See The Invoices page.
• Settings, which opens Deal room settings. See Settings and sales groups.
• New deal room. See Create a deal room.

The summary cards

Four cards sum up the rooms you can see:

Card	What it shows
Open pipeline	The value of every room whose quote is still Draft, Sent or Viewed, and how many rooms that is. A room's value is its one-time total plus twelve months of its recurring total.
Awaiting payment	The amount outstanding on Pending invoices and how many there are. The corner note shows the average time customers took to pay over the last 90 days.
Accepted this month	The value of quotes accepted since the first of the month, with the change against last month.
Overdue	The amount outstanding on Overdue invoices. The corner note names the oldest overdue invoice's due date and customer. The amount turns red when it is above zero.

The toolbar

Above the table sit the Search box, the Archived toggle (which includes archived rooms in the list) and Filters on the left, and the Export CSV icon, Views and the Columns button on the right. All of them are covered in Find, filter and organize deal rooms.

The table

Each row is one deal room. Click anywhere on the row to open it. The table scrolls sideways when the window is narrow; the row's ⋯ menu sits at its far right end. By default you see these columns:

Column	Shows
Deal room	The room's name. This column is always shown.
Quote	The quote reference, such as Q-2026-003.
Customer	The customer or prospect the deal is billed to, or No customer.
Group	The sales group the room belongs to, if any.
Owner	The team member who created the room.
One-time	The one-time total of the quote.
Recurring	The recurring total per month, such as $199.00/mo.
Outstanding	What the customer still owes. It turns red with overdue ×N when invoices are past due.
Next due	The due date of the next unpaid invoice.
Status	The room's status badge (see below). Archived rooms carry an extra Archived tag.
Last viewed	How long ago the customer last opened the pay link. Hover to see the exact time and how many times it has been opened.
Last activity	How long ago anything last happened in the room.

Empty cells show a dash. More columns, such as Paid to date, Autopay, Method on file, Terms, Sent, Accepted and the agreement dates, can be switched on with Columns. See Choose columns.

Status badges

A room's status follows the quote and its invoices:

Status	Meaning
Draft	The quote has not been sent yet. You can edit everything.
Sent	The quote has been emailed to the customer. Edits still go live on the pay link.
Viewed	The customer has opened the pay link at least once.
Accepted	The customer accepted the quote on the pay link, or you recorded an acceptance by hand. The quote is now locked.
Invoiced	Invoices have been issued from the accepted quote.
Paid	No invoice from the quote is still pending or overdue.

Overdue invoices do not change the room's status. They show in the Outstanding column as overdue ×N, on the Overdue summary card, and under the Needs attention → Overdue filter.

The row menu

The ⋯ button at the end of a row opens its menu:

Item	What it does
Open	Opens the deal room.
Copy pay link	Copies the customer's pay link to your clipboard. Creating the link does not email anyone.
Archive	Removes the room from the list and stops its pay link working. You are asked to confirm. See Archive a deal room.

When the page is empty

A workspace with no deal rooms shows No deal rooms yet with a New deal room button. The same message appears when your filters match nothing, so clear the filters before assuming a room is gone.

Next: Find, filter and organize deal rooms.