Deal Details

To view more details about a deal, click it from the deal or sales pipeline list.  

 

1. Account and Contact Details

For all types of actions, you’ll get to see the name and type of account that is associated with the deal on the top most section, followed by the account’s default contact information.
You can click on the phone or mobile number in the boxes to dial the number, or click on the email address to compose an email.

 

2. Customer Background

The customer background of the account is available here for your quick view and reference.

 

3. Deal Information

This section displays all information about the deal.
You can click EDIT to edit the deal.

 

4. Action Buttons

The buttons displayed here can be different for different types of deals. For pending deals, you’ll see a DONE DEAL and LOST DEAL button. Clicking DONE DEAL means you have received order from your customer, where you have the option to invoice the deal now or later; clicking LOST DEAL means you have lost the deal, and you are required to provide a reason for the loss.
For follow-up actions, you’ll get a COMPLETE button, where you can click on when you have completed the action. For appointments, you’ll see CHECK IN. Clicking on this button allows you to check in the appointment, where you can start recording moments or discussion held during the meeting.
For order received deals, you’ll see INVOICE NOW in this section. Clicking this button will navigate you to invoice deal.
There are no further actions required for invoiced and lost deals, therefore, you will not see any action buttons for these two types of deals.

 

5. Products or Services

You can scroll to this section to see the products or services added for the deal, which you are selling to the prospect or customer.

 

6. Journal

You can scroll to this section to view past journal entries about the deal.

 

7. Files

All files and documents that are uploaded during all updates about the deal or files that are uploaded to manually-posted journals are available in this section.

Next Topic: Types of Deal ⋙

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