Edit in place
Change the field where it sits
Stage, amount, close date, next step — click the cell, type, done. No record open, no tab-switch. The row updates and the CRM gets the write.
MANAGER SURFACE · TEAM DEALS
Every open deal in one place, and every field editable where it sits — stage, amount, close date, next step, changed in a click. Save the views you run reviews from, drag the columns into your order, read MEDDIC as letters on the row, and open the tray for the whole deal. This is the surface the whole team works out of, not a report they read.
Find Team Deals in the cityWHAT YOU GET
Most pipeline tables are read-only — you look, then leave to go fix something in the CRM. Team Deals is where the fix happens. Every column is a working field, and every change writes straight back.
Stage, amount, close date, next step — click the cell, type, done. No record open, no tab-switch. The row updates and the CRM gets the write.
Save the filters you actually manage from — closing this month, high-risk, one rep's book — and reorder the columns into the shape you read. Your view opens the way you left it.
Six letters per deal — filled green where it's there, hollow red where it's missing. Scan the column and the gaps in the pipeline light up before the deal slips.
Open the tray for key facts you choose, the signed risk signals, and the engagement trail — without ever leaving the board.
THE SURFACE
This is what the team opens. Hit play and the Goose will walk the board — or click any pin to jump to it.
Straight from the product — the graded deal board and its saved views. Sample tenant data.
A CLOSER LOOK · the working board + deal tray
WHY IT MATTERS
// illustrative — the board is your pipeline, your fields, your saved views
Runs on the Goose Engine. The same graded deals feed Forecast and the operating rhythm — edit a deal here and the number moves there. One book, one board, every surface off the same engine. Turn on more when you're ready.
See your own pipeline as a board you edit in place — saved views, MEDDIC letters, the deal tray. A 30-minute walkthrough on a sandbox wired to your CRM.
// every edit writes back to the CRM as a field — Goose deploys tasks and never sends.