# The Deal rooms page at a glance
> Source: https://support.usebluehill.com/deal-rooms-deal-rooms-page-overview | Updated: 2026-10-27T16:20:56Z
## 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](./deal-rooms-invoices-and-payments#the-invoices-page).
- **Settings**, which opens Deal room settings. See [Settings and sales groups](./deal-rooms-settings-and-sales-groups).
- **New deal room**. See [Create a deal room](./deal-rooms-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](./deal-rooms-find-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](./deal-rooms-find-and-organize-deal-rooms#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](./deal-rooms-find-and-organize-deal-rooms#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](./deal-rooms-find-and-organize-deal-rooms).