Deals (Opportunities)

The Deals section in Bigmind allows you to view and manage your CRM opportunities based on ownership and team structure. The available deal views are dynamically generated based on your role in the organization and your team's CRM integration status.

Available Deal Views

All deals

Available only to organization owners

Shows all deals in your CRM without any ownership filtering. This view gives organization owners complete visibility across all deals regardless of who owns them.

My deals

Available to all users with CRM integration

Displays only the deals that you personally own in the CRM. This is your personal deal pipeline and shows deals where you are listed as the owner.

Note: This option will be disabled if your Bigmind user account is not linked to a user in your CRM system.

My team's deals

Available to managers with direct reports

Shows deals owned by you and all your direct reports combined. This view gives managers visibility into their team's collective deal pipeline.

Note: This option only appears if you have team members reporting to you and will be disabled if neither you nor your team members have linked CRM accounts.

[Team Member]'s deals

Available for each team member

Individual views for each of your direct reports, showing only the deals owned by that specific team member. Replace "[Team Member]" with the actual first name of your team member.

Note: These options will be disabled if the specific team member doesn't have a linked CRM account.

[Team Member]'s team deals

Available for team members who manage their own teams

For team members who have their own direct reports, this shows deals owned by that team member and their sub-team combined. This provides visibility into sub-team deal pipelines.

Note: These options only appear for team members who have their own direct reports and will be disabled if the team member or their reports don't have linked CRM accounts.

How Deal Filtering Works

CRM Integration

Deal filtering relies on matching Bigmind users to users in your CRM system. Each user must have their Bigmind account linked to their CRM user account for the filtering to work properly.

Dynamic Options

The deal view options are generated automatically based on:

• Your role in the organization (owners see additional options)
• Your position in the team hierarchy (managers see team options)
• CRM integration status (disabled options show helpful tooltips)

Search and Filters

All deal views can be combined with:

• Search: Find deals by name or stage
• Custom Filters: Apply additional criteria like amount, close date, or custom fields
• Sorting: Order deals by various fields like name, creation date, or last activity

Troubleshooting

Option is Grayed Out

If a deal view option appears grayed out with a tooltip, it means:

• "You don't have a user in the CRM": Your Bigmind account needs to be linked to your CRM user
• "[Name] doesn't have a user in the CRM": The team member's account needs CRM linking
• "No team members have users in the CRM": None of your team has linked CRM accounts

Contact your administrator to resolve CRM linking issues.

Missing Team Options

If you don't see team-based deal views:

• My team's deals: You may not have any direct reports in the system
• Team member options: Team members may not have their own direct reports

Empty Results

If a deal view shows no results:

• The selected team member may not own any deals in the CRM
• Deals may be filtered out by active search or filter criteria
• Check that the CRM integration is working properly

Best Practices

1. Pipeline Review: Use "My deals" to regularly review your personal deal pipeline
2. Team Management: Managers should use "My team's deals" for team oversight and coaching
3. Individual Coaching: Use individual team member views for one-on-one deal reviews
4. Organization Overview: Owners can use "All deals" for revenue forecasting and strategic planning

The deal views automatically update as team structures change and new CRM integrations are established, ensuring you always have access to the most relevant deal data for your role and responsibilities.