Deal intelligence
Deal boards in Outdoo pull your CRM pipeline data alongside your call and email activity, so you can see the full picture of each deal in one place. Changes made to deal stages or amounts on the board sync back to your CRM.
Requirement: Your organization must connect a CRM to access deal board features. 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. You can sort by team, rep, stage, or close date. Each row shows the account name, deal amount, close date, stage, deal owner, and a summary of recent activity.
Click on an account name to open a panel with the deal's contacts, risk flags, and full activity log — calls, emails, shares, and data from your other tool integrations.
Risk warnings
Outdoo flags deals that show patterns associated with stall or loss — no recent contact, no decision-maker engaged, deal stage not progressing. Risk flags appear directly on the deal card so you can spot them at a glance during a pipeline review rather than going deal by deal.
Active contact tracking
The contact count on each deal shows how many people have participated in calls or emails in the last 21 days. Click the count to see exactly who has been active and who has gone quiet. Deals where only one contact is engaged are usually higher risk — this view makes it easy to identify which deals need broader stakeholder outreach.
Who uses deal boards
Account executives use boards to triage their pipeline, identify which deals need attention today, and share updates with their manager before a forecast review.
Frontline managers use boards to roll up forecasts by category, spot risks early, and pull deal data into coaching conversations.
Directors and VPs use boards to get a consolidated view across teams and see which key deals are progressing or stalling.
Sales engineers, CSMs, and other deal-team roles create custom boards for the deals they are actively working and use them for handoffs between team members.
See: Create and manage deal boards | How we identify red flags
If you need help, contact us at support@outdoo.ai.