Deal limits

Deal limits control how many deals a workspace can track under its current plan.

Why deal limits matter

Deals represent active opportunities and execution workload. If your team runs many whitelist collaborations, partnership pushes, or campaign arrangements, deal capacity becomes one of the most important limits in the workspace.

Why this matters more than it seems

A team may be able to keep project counts manageable while deal counts grow much faster. That is because one project can lead to:

• multiple active deals
• repeated campaign opportunities
• multiple WL requests
• recurring execution work over time

What happens when you hit the deal limit

If the deal limit is reached:

• new deals may be blocked
• the team may be forced to delay tracking
• upgrade prompts may appear
• operational clarity may suffer if the team starts tracking active work elsewhere

Why deal limits should be watched closely

Deal limits directly affect execution visibility. If a workspace cannot track new active deals, the team may lose:

• pipeline clarity
• deadline visibility
• WL tracking accuracy
• team accountability

How to manage deal capacity

Good deal capacity management includes:

• keeping statuses updated
• closing completed deals properly
• cancelling dead opportunities when appropriate
• avoiding duplicate deal records
• upgrading before active workload outgrows the plan

💡Best practices

• treat deal capacity as a live operations limit
• review stale and completed deals regularly
• keep the deals page accurate so capacity reflects real usage
• upgrade before active execution starts getting blocked