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Deal Details View

The Deal View Page is the central workspace for managing a single sales opportunity. It provides a complete 360° view of a deal, including its status, relationships, activity history, tasks, files, and internal notes.

This page is designed to help sales teams collaborate, track progress, and manage deal execution from a single interface.

Page Purpose

The Deal View Page is used to:

  • Monitor the current status of a deal in the pipeline
  • Manage stakeholders (owner, assignees, contacts)
  • Track all activities (meetings, calls, updates)
  • Store and access related documents
  • Coordinate tasks and internal communication
  • Update deal properties in real time

Page Layout Structure

The page is divided into two main sections:

A. Left Panel — Deal Information

B. Right Panel — Deal Activity Workspace

Top Header Section

The header provides a quick summary of the deal.

Key Elements:

  • Deal Title
    • Example: “Sunrise Wellness — Full Rebrand”
    • Editable depending on permissions
  • Due Date
    • Expected completion date of the deal lifecycle
  • Primary Owner
    • Assigned user responsible for the deal

Quick Stats Bar (Right Side)

  • Overview Button
    • Returns to main deal summary
  • Value
    • Total monetary value of the deal (e.g., $32,000)
  • Deal Stage
    • Current pipeline stage (e.g., Initial Enquiry)
    • Can be changed via dropdown
  • Lead Type
    • Classification of lead (Cold / Warm / Hot)
  • Priority
    • Importance level (Low / Medium / High)

Left Panel — About This Deal

This section contains all structured metadata related to the deal.

A. Owner & Assignee

Defines responsibility for the deal.

  • Owner
    • Primary responsible user
  • Assignees
    • Additional team members involved
  • Add Assignee Button
    • Assign new collaborators

B. Company Information

Links the deal to an organization.

  • Displays:
    • Company name
    • Email/domain (if available)
  • Helps maintain account-level tracking

Connects the deal to a specific person.

  • Shows:
    • Contact name
    • Email address
  • Supports multiple contact association (if enabled)

D. Tags

Used for categorization and filtering.

Examples:

  • High Priority
  • Enterprise
  • Renewal
  • Upsell Opportunity

E. Description

A free-form field for deal context.

Used for:

  • Requirements summary
  • Client background
  • Internal notes
  • Negotiation details

Right Panel — Activity Workspace

This is the operational hub of the Deal View Page.

Tabs Navigation

Timeline

  • Displays chronological history of all deal changes

Activity (Default Active Tab)

  • Shows meetings, calls, and interactions

Tasks

  • Lists all tasks linked to the deal

Files

  • Stores uploaded documents (proposals, contracts, etc.)

Notes

  • Internal notes visible to the team only

Activity Section

A. Activity Types

Users can log different types of engagement:

Meeting

  • Scheduled or completed meetings
  • Includes date, time, and participants

Call

  • Phone or virtual call logs
  • Used for tracking communication history

B. Filters

  • All Meeting Dropdown
    • Filters activity by type or category

C. Create Activity Button

Allows users to:

  • Schedule a new meeting
  • Log a call
  • Record interaction
  • Attach notes to activity

D. Empty State

If no activities exist:

  • Displays “No Meeting Found”
  • Encourages users to create their first activity
  • Helps guide onboarding behavior

Key Functional Features

Real-Time Updates

All changes (stage, priority, value) reflect instantly across the system.

Collaboration

Multiple users can:

  • Comment
  • Assign tasks
  • Upload files
  • Track updates

Activity Logging

Every interaction is stored in a timeline:

  • Ensures transparency
  • Improves accountability
  • Enables performance tracking

Context Linking

Deal is connected to:

  • Contacts
  • Companies
  • Tasks
  • Files
  • Activities

Workflow Example

  1. User opens deal: Sunrise Wellness — Full Rebrand
  2. Reviews deal value ($32,000)
  3. Updates stage → Negotiation
  4. Assigns new team member
  5. Schedules a meeting from Activity tab
  6. Uploads proposal under Files
  7. Adds internal notes under Notes tab

Best Practices

  • Keep deal descriptions updated regularly
  • Log all client interactions in Activity
  • Attach relevant files early (proposal, scope, contract)
  • Use tags for better reporting and filtering
  • Update stage changes immediately after progress