Deals

A deal is a single commercial negotiation with a customer about advertising placement. It is the central record in CityScreen Deals — proposals, documents, payments, and history all attach to a deal.

Every deal belongs to one customer, moves through a fixed sequence of stages, and carries one or more proposals that describe what is being sold.

Deal fields

Field	Description
Name	A short title for the deal. Required.
Customer	The customer the deal is with. Required — a deal cannot be created without a customer record.
Assignee	The employee responsible for the deal. Defaults to the creator when a new deal is saved.
Description	Free-text notes, typically capturing the customer’s original request.
Stage	The deal’s current position in the pipeline. The interface labels this field "Funnel name"; see deal stages for the full state model.
Groups	Employee groups attached to the deal. Members of these groups can see and work on the deal, depending on their role permissions.
Criteria	Classification labels from the organization’s shared criteria catalog. Criteria are defined by the administrator and can be scoped to deals, customers, and inventory items. See criteria.
Custom fields	Any additional fields the administrator has added to the deal entity type. These appear alongside the built-in fields and are available for filtering and document rendering.

Field

Description

Name

A short title for the deal. Required.

Customer

The customer the deal is with. Required — a deal cannot be created without a customer record.

Assignee

The employee responsible for the deal. Defaults to the creator when a new deal is saved.

Description

Free-text notes, typically capturing the customer’s original request.

Stage

The deal’s current position in the pipeline. The interface labels this field "Funnel name"; see deal stages for the full state model.

Groups

Employee groups attached to the deal. Members of these groups can see and work on the deal, depending on their role permissions.

Criteria

Classification labels from the organization’s shared criteria catalog. Criteria are defined by the administrator and can be scoped to deals, customers, and inventory items. See criteria.

Custom fields

Any additional fields the administrator has added to the deal entity type. These appear alongside the built-in fields and are available for filtering and document rendering.

A deal is identified by its system-assigned number. Its cost is derived from its proposals, and amounts use the organization-wide currency.

What this page describes is the mechanism. The specific kinds — document types, fields, statuses — are defined for your organization; yours may differ. See the entity system.

The deal list

The deal list is the main working view. It shows a sortable, paginated table of deals with configurable columns. Large result sets load progressively as you scroll.

Which deals appear depends on the employee’s permissions: some roles see only deals they own or that are shared with their groups, while others see every deal in the organization.

Filtering

The filter panel narrows the list across multiple dimensions at once:

Name — text search
Stage — one or more stages
Customer and assignee
Criteria
Proposal period — start and end date ranges
Cost and quantity — numeric range sliders over proposal totals
Custom fields — any filterable field the administrator has defined

Filters combine with AND logic; the list updates as you adjust them.

Saved searches

A filter combination you use often can be stored as a saved search and reapplied in one click.

Export

The filtered deal list can be exported to XLSX. The export includes the columns currently configured on the list and produces a month-by-month breakdown sheet. Exporting requires the deal-export permission.

See exporting data for details on data export across the product.