---
title: "Navigate opportunities with Deals"
slug: "/help/integrations/salesforce/navigate-opportunities"
last_updated: "2025-05-05T18:21:18Z"
zendesk_id: 23970949400467
zendesk_url: "https://help.walnut.io/hc/en-us/articles/23970949400467-Navigating-Opportunities-With-Deals"
locale: "en-us"
category: "Connect and Optimize"
section: "Deals"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 19
---

Easily exploring and managing your opportunities is a key part of the Walnut experience. On the Deals dashboard, users can access and review all the opportunities from your integrated Salesforce account.

Be sure to set up the [Walnut and Salesforce Integration](/help/integrations/salesforce/overview) before proceeding to the Walnut Deals View page. 

**Filtering and Reviewing Deals**

From Walnut's home page, select the ![](pathname:///images/d0ae2c001e8370f7.png) tab in the left navigation menu. There, you'll see a full list of deals your team has in their pipeline.

![](pathname:///images/ccc1364669b1a379.png)

The deals list displays the following details: 

-   **Name** of the opportunity.
-   **Engagement** level of the deal according to Walnut's calculation.
-   **Risks** identified from reviewing the demo data of this deal
-   **Viewers** for this deal
-   **Last Active** date of the last demo activity 
-   **Stage** of the deal, from Salesforce
-   **Owner** of the deal, from Salesforce
-   **Amount** of the deal is set for, from Salesforce
-   **Close Date** of the deal, from Salesforce 

At the top, you have a few different filtering open. Filter through deals based on **Closed Date,** with options like closed last month, quarter, year, closing in this month, quarter, year.

![](pathname:///images/ea110e5dc6c5522e.png)

Or filter by deals based on their **current stage** in your CRM. 

**![](pathname:///images/5ccdce6456d899b9.png)**

Additional filtering options include:

-   **Opportunity Owner**
-   **Demo Engagement Level**
-   **Opportunity Type**

To get the best filtering results, we suggest using the following filtering combinations

-   **Hot Deals:** Use the **closed date for this quarter** filter, together with **engagement level** set to  **high**. 
-   **Stalled Deals:** Use the l**ow/none engagement level** filter and sort by **amount** to review significant deals in your pipeline, aiming to boost demo engagement with current stakeholders.

### Important To Note 📝

- The list of deals in this page is based on your company's Salesforce details. If the integration and is enabled it will provide immediate updates. Note that the engagement score may take up to two hours to update from the moment the demo is viewed.