Skip to main content
A deal represents an opportunity your firm is evaluating, linked to a target company. You create and manage deals from the Deals area, and track them visually on the Active Pipeline.

​
Create a deal

1

Open Deals

In the left sidebar, expand the Records group and select Deals. Click New Deal in the top right. (You can also use the + on the Records group and choose Add Deal.)
2

Select the target company

A deal must be linked to a company. In the Create New Deal dialog, choose the target company under Company (required). If it doesn’t exist yet, create it first from Companies — see Working with companies.
3

Fill in the details and create

Give the deal a Deal Name (for example, Acme Corp – Platform). Optionally set Status, Stage, Deal Size, Owners, and other fields. Click Create Deal.
New deals default to the Active status and the first stage. Your firm’s status and stage labels are configured by an admin — see Taxonomy.

​
Track deals on the Active Pipeline

The Active Pipeline (in the sidebar) is where you see deals in motion.
1

Open Active Pipeline

Select Active Pipeline in the sidebar. The Overview tab shows pipeline dashboards; the Active Deals tab lists the deals themselves.
2

Switch to the board view

On the Active Deals tab, use the view toggle to switch to the Kanban board view. Each column is a deal stage.
3

Move a deal between stages

Drag a deal card from one stage column to another to advance it. A confirmation appears once the deal moves. (Drag requires edit permission on the deal.)
Turn on the My Deals toggle on the Active Deals tab to see only the deals you own.

​
Stage vs. status

Metal tracks two separate things about every deal:
ConceptWhat it means
StageHow far the deal is in your process (the kanban columns).
StatusThe deal’s overall state — for example Active, Closed, or Dead.
Both use your firm’s own labels, configured by an admin in Taxonomy.

​
Assign owners

Owners are the people responsible for a deal.
1

Open the deal

Click the deal from the Deals table or the pipeline board.
2

Edit the deal

Open the deal’s actions menu and choose Edit to open the Edit Deal dialog.
3

Add owners

In the Owners field, add teammates (you can select individual Users or whole Teams). Save your changes.

​
Attach documents

Documents live on a deal’s Documents tab and are shared with the deal’s linked company.
1

Open the deal's Documents tab

Open the deal and select the Documents tab. The deal must have a linked company; if it doesn’t, link one first.
2

Add files

Click Add File, or drag files onto the table (you’ll see a Drop files to upload overlay). Uploaded files are processed and become searchable.

Working with companies

Manage the target companies your deals link to.

Taxonomy

How admins configure deal stages and statuses.