> ## Documentation Index
> Fetch the complete documentation index at: https://docs.piperai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals: Manage Your Pipeline with AI-Extracted Data

> View and update every deal in your pipeline, review AI-extracted field suggestions from calls, and keep HubSpot or Salesforce in sync automatically.

The Deals page gives you a central view of your entire pipeline — deals created directly in Piper and those imported from your connected CRM. After every recorded call, Piper identifies insights and proposes field updates for any deal linked to that meeting, so your CRM stays current without manual data entry.

## Viewing Your Pipeline

Open the **Deals** page from the left sidebar to see all deals in a structured table. You can customise the view to show exactly what matters to you.

* **Select a pipeline** — use the **Pipeline** dropdown at the top of the page to switch between different pipelines synced from your CRM.
* **Filter by owner** — show only your own deals to stay focused on what's yours.
* **Filter by status** — display only active deals to cut out closed-won and closed-lost records.
* **Customise columns** — choose which fields are displayed in the table to focus on the data that matters most to you.

***

## Editing a Deal

<Steps>
  <Step title="Open the deal">
    Click the **deal name** in the table, or click the **pen icon** on the right side of the deal row.
  </Step>

  <Step title="Update the fields">
    Edit any deal fields directly in the side panel or modal that opens.
  </Step>

  <Step title="Save your changes">
    Changes are saved automatically. If Auto-Sync is enabled, updates are pushed to your CRM immediately.
  </Step>
</Steps>

### Viewing all notes for a deal

Click the **Notes icon** next to a deal name in the table to open a consolidated view of every AI-generated note associated with that deal, across all calls where it was linked.

***

## Creating a New Deal

<Steps>
  <Step title="Click New Deal">
    On the Deals page, click the **New Deal** button.
  </Step>

  <Step title="Fill in the deal details">
    Enter the deal name, stage, owner, associated contacts, and any other relevant fields.
  </Step>

  <Step title="Save the deal">
    Click **Save**. If CRM Auto-Sync is enabled, the deal is also created in your CRM (HubSpot or Salesforce) automatically.
  </Step>
</Steps>

***

## AI-Extracted Field Updates

After a recorded video call ends, Piper analyses the transcript and identifies data points that should update the linked deal's CRM fields — things like deal stage signals, budget mentions, decision-maker names, and next steps.

<Tabs>
  <Tab title="Manual review">
    <Steps>
      <Step title="Open the Transcription page">
        Navigate to the call's Transcription page and click the **CRM Fields** tab on the right.
      </Step>

      <Step title="Review proposed updates">
        Piper lists each suggested field update. Review the proposed values for accuracy.
      </Step>

      <Step title="Edit if needed">
        Click any proposed value to edit it before it's sent to your CRM.
      </Step>

      <Step title="Send updates">
        Click **Send All Fields** to push every update at once, or use the individual **Send** and **Reject** buttons to approve or discard each field update separately.
      </Step>
    </Steps>
  </Tab>

  <Tab title="AutoSync">
    When AutoSync is enabled, Piper automatically pushes extracted field values to your CRM after each call — no review step required.

    <Note>
      Piper never overwrites your existing CRM data. It builds on top of it. The formula Piper uses is:

      **New value = Current CRM value + Prompt + Transcription**

      This means your CRM history is always preserved and enriched, never replaced.
    </Note>
  </Tab>
</Tabs>

***

## Linking a Deal to a Meeting

For Piper to populate CRM fields and associate notes with the right deal, the meeting must be linked to a deal before or shortly after the call.

<Steps>
  <Step title="Find the CRM entity selector">
    On the **Activity Card** on the Home page, or on the **Transcription page**, locate the rectangle showing the Deal / Contact / Company icons.
  </Step>

  <Step title="Select the deal">
    Click the selector and choose the correct deal from the list.
  </Step>

  <Step title="Confirm the link">
    The deal is now linked. Piper will map all extracted field data and notes to this deal going forward.
  </Step>
</Steps>

### Auto-linking behaviour

Piper attempts to link a deal automatically when a call attendee is associated with **exactly one open deal** in your CRM. If a contact is associated with multiple open deals, Piper cannot determine which one to use and you will need to set the link manually.

<Warning>
  If no deal is linked to a meeting, CRM fields won't populate and notes won't be associated with the correct record. Always verify the CRM link for meetings where deal-level data matters.
</Warning>