Deal record

The deal record contains details, all deal-related activity as well as links to companies, contacts, quotes, and invoices.

Deal details

The left pane on the deal card contains details, such as deal name, close date, deal probability, pipeline, and stage.

The deal record


The middle pane displays all activities related to this deal. As you negotiate the deal terms, you can:

  • Add notes
  • Log calls
  • Describe meetings and their outcomes
  • Write emails
  • Create tasks and set their due dates

You can also find these items on the Activities page.


In the right pane, you can: