A deal is an object you use to track opportunities, projects, or any other outcome‑driven item in folk. While people and companies describe who you’re working with, deals capture what you’re trying to achieve with them: for example, closing a new contract or finishing a freelance project.

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Deal fields

Every deal has the following native fields that are always present:
  • name: The name of the deal.
  • people: A list of people associated with the deal.
  • companies: A list of companies associated with the deal.
You can also add custom fields to deals, which are additional attributes that can be defined in the deal’s group. Read more about custom fields in the Custom fields section.

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Deal relationships

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People

A deal can reference one or more people shown in the people array.

People

Read more about people

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Companies

A deal can reference one or more companies shown in the companies array. Linking a company lets you keep its details separate while still measuring revenue or conversion per account.

Companies

Read more about companies

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Group

Deals are created inside a group. They can only reference people and companies that belong to the same group.

Groups

Read more about groups