Deal Records

Use our platform to keep track of your Deals. Deals are viewable in classic Map View, List View or can be segmented into Groups.

Deal Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.

• Deal name
• Associated Company
• Associated Person
• Stage
• Funnel
• Amount
• Score
• Closing Date

Deal Record View allows you to see vital information of a given Deal in just a click. In one view, you can see a Deal’s stage, associations, activities, notes and more.

Deal Record View can be accessed from several locations throughout the app from clicking on a Deal name. You can always access Quick View from Deal List or by clicking on a Deal card on Board or Forecast views.

To access Quick View from Search Bar:

1. From the top Navigation menu, click on the search bar located at the top right
2. Type the name of the Deal you are looking for
3. Click on the Deal record name

To access Quick View from Deal List:

1. From the top Navigation menu, click on "Records"
2. Click on "Funnels/Deals"
3. Go to the Deals List View
4. Hover over a Deal row and click on the “View” button that appears
5. The Deal record will open from the right side of the screen

Deal Record View consists of main sections:

• Standard Deal Fields: See the stage, funnel, amount, and expected close date
• General Details: See information like record owner, Deal Groups or any Deal custom fields
• Activities: Visualize recent activities in a scatter plot chart and add new Activities
• Relationships: See if the Deal is associated with another record type (Company or Person)
• Notes: See a log of all notes associated with the record and add new Notes
• Files: See if there are any attachments

To edit the stage of a deal on the fly from this view, just click the arrows on the stage carousel.

You can edit the Deal information by clicking on the field and saving changes right from the quick view panel.