The Query Deals action searches and filters your CRM deals based on stage, value, owner, activity, or any other criteria — giving you an instant view of your pipeline without opening the CRM manually.
What It Does
Searches through your CRM deal records and returns a filtered list based on what you ask for. Use it to check pipeline status, find stalled deals, review high-value opportunities, or get a quick snapshot of where things stand.
How to Use It
By pipeline stage:
"Show me all deals in the proposal stage"
"What deals are currently in negotiation?"
"List all deals that are in the discovery stage"
By value:
"Show me open deals worth more than $10,000"
"What are my highest value deals this quarter?"
"Find deals under $5,000 that are still open"
By owner:
"Show me all deals assigned to James"
"What deals does Sarah currently own?"
"List all unassigned deals"
By activity:
"Find deals that haven't been updated in 2 weeks"
"Show me deals with no activity in the last 10 days"
"Which deals are at risk of going cold?"
By company or contact:
"Show me all deals with Acme Corp"
"Find open deals with contacts from the fintech industry"
What the Results Show
Each deal in the results will include:
Deal name and associated contact or company
Current pipeline stage
Deal value
Assigned owner
Last activity date
What to Do After Reviewing Deals
Follow up on stalled deals by creating a task — "Create a follow-up task for the Acme Corp deal"
Reassign a deal — "Assign the TechCorp deal to Rachel"
Open the deal record in the CRM for full details
Related Co-pilot Actions
Query Meetings | Query Tasks | Create, Update & Assign Tasks