Deal intelligence
Deal boards in Outdoo AI combine your CRM pipeline data with your call and email activity, so you can see the full picture of each deal in one place. Fields the board owner makes editable can be changed on the board, and the changes sync back to your CRM.
Requirement: Your organization must connect a CRM to use deal boards. For the most complete view, importing email data is also recommended.
What deal boards show
Each deal board is a filtered list of opportunities from your CRM, found under Opportunities > Pipelines. You can view deals by team or team member, switch tabs to see different groups of deals, and sort by the columns on the board. Columns can include the deal amount, close date, stage, owner, Deal Pulse, Warnings, Next Call, and recent activity.
Click a deal name to open the deal page. Its tabs (Deal Info, Deal Pulse, Activity, Deal Summary, and Playbooks) cover the deal's details, health, full activity log of calls and emails, an AI summary, and playbook notes. From the deal page you can also Ask Revie about this Deal, Open in CRM, or Review Account.
Risk warnings
Outdoo AI flags deals that show patterns linked to stalling or losing, such as no recent contact, no decision-maker engaged, or a deal stage that isn't moving. Warnings appear in the Warnings column so you can spot them at a glance during a pipeline review instead of going deal by deal.
Active contact tracking
The contact count on each deal shows how many people have taken part in calls or emails in the last 21 days. Deals where only one contact is engaged are usually higher risk, so this makes it easy to see which deals need broader stakeholder outreach.
Who uses deal boards
Account executives use boards to triage their pipeline, find the deals that need attention today, and share updates with their manager before a pipeline review.
Frontline managers use boards to group deals by forecast category, spot risks early, and bring deal data into coaching conversations.
Directors and VPs use boards to get a combined view across teams and see which key deals are moving or stalling.
Sales engineers, CSMs, and other deal-team roles create custom boards for the deals they're working on and use them for handoffs.
See: Create and manage deal boards | How we identify red flags
Hope this article was helpful. For any queries, please write to support@outdoo.ai