Deal Details
Detail page layout
Section titled “Detail page layout”Click on a deal to see its full profile:
Header section:
- Deal title
- Value (formatted in workspace currency)
- Pipeline / Stage badge
- Status badge (Open, Won, or Lost)
- Tags (click to manage)
Action buttons:
- Mark As Won (green) — only visible for open deals
- Mark As Lost (red) — only visible for open deals
- Edit
- Delete
Related entities:
- Linked contact (click to navigate)
- Linked company (click to navigate)
Info card:
- Deal title, value, pipeline, stage, probability, expected close date
- Contact, company, status, created date
- Actual revenue (if won), loss reason (if lost), close notes
- Custom fields
Close a deal as Won
Section titled “Close a deal as Won”- Click Mark As Won
- In the modal, fill in:
- Actual Revenue — pre-filled with the deal value, but editable
- Close Notes — optional notes about the win
- Click Mark As Won
The deal status changes to “Won” and moves to the terminal won stage.
Close a deal as Lost
Section titled “Close a deal as Lost”- Click Mark As Lost
- In the modal, fill in:
- Loss Reason — select one: Budget, Competitor, Timing, No Decision, Other
- Close Notes — optional notes about the loss
- Click Mark As Lost
The deal status changes to “Lost” and moves to the terminal lost stage.
Activities
Section titled “Activities”- Log calls, emails, meetings, tasks, and notes linked to this deal
- Click + New Activity to create one
- Complete activities with the checkbox
- When you complete an activity, a Schedule Follow-up prompt appears
- Add text notes about the deal
- Notes appear newest first
- Upload files related to the deal (max 10 MB)
- Download or delete files
Emails
Section titled “Emails”- View synced emails linked to this deal (requires email sync)
- Compose and reply to emails