Deal Detail Page
Manage deal details, activity, emails, notes, comments, tasks, and files.
The deal detail page is where your team manages one opportunity after it is created.
Use it before sales calls, proposal reviews, forecast meetings, and handoffs to delivery or finance.
Open the deal detail page before changing stage or status so you can check notes, files, tasks, emails, and linked estimates first.
The detail page should answer three questions for any active deal: what is the customer trying to buy, what is the next action, and who owns that action.
Open a Deal
Open CRM > Deals, then select a deal from the table or board. The detail page shows the deal header, pipeline indicator, left-side activity tabs, and a right-side details panel.
What You Can Manage
Use the deal detail page to:
- Review the deal overview and activity.
- Update deal fields.
- Track stage and status.
- Send and review emails.
- Add notes.
- Add comments.
- Review tasks.
- Attach and organize files.
Pipeline Indicator
The pipeline indicator shows where the deal sits in the selected pipeline. Use it during sales reviews to confirm the deal is in the correct stage.
If the indicator looks wrong, confirm the deal is in the right pipeline and that its status still matches the stage.
Update the expected close date, probability, and value when moving stages. A deal can be in the right stage but still make forecasts unreliable if these fields are stale.
Notes, Comments, and Tasks
Use notes for durable sales context. Use comments for team discussion. Use tasks for the next sales action, such as follow-up, proposal review, demo scheduling, or contract handoff.
Every active deal should have a clear next task or reason it is waiting.
If the next step is external, such as waiting for a customer, record that in a note and set a follow-up task so the deal does not go stale.
Use files for proposals, requirements, signed documents, and handoff material. Keep the latest customer-facing file easy to identify so delivery or finance does not use an old version.
Emails And Activity
Review recent emails before updating the stage. A customer may have replied with new budget, timing, objection, approval, or procurement details that change the deal status.
Use activity history to understand what changed since the last review. If the deal has no recent activity, create a task or mark the reason it is waiting.
Deal Review Checklist
Check value, probability, expected close date, owner, linked contact/account, last activity, next task, files, and proposal or estimate status.
Before marking a deal won, confirm the next operational step is ready. That may mean creating a project, sending an invoice, starting onboarding, notifying delivery, or triggering a workflow. Before marking it lost, record why the deal was lost so reporting has useful context.
After a won/lost update, review related reports or dashboards if the deal is important to forecast, revenue, or team workload.
Handoff To Delivery Or Finance
Before handoff, confirm the deal has:
- The correct account and contact.
- Approved scope, price, and expected start date.
- Current files or signed documents.
- Any linked estimate, invoice, or project.
- A clear owner for the next step.
Do not mark a deal won only because the customer sounded positive. Mark it won when your team has the approval or agreement your process requires.