Everything about your deal in one place
Every deal in your pipeline has a story. The initial conversation, the follow-up calls, the proposal you sent, the negotiations that followed. The Deal Details page brings all of this together, giving you a complete picture of where the opportunity stands and what needs to happen next.
From this page, you can update deal information, track activities, manage quotations, and close the deal when the time comes. It's your command centre for each sales opportunity.
Accessing Deal Details
To open the Deal Details page, click on any deal card in the Kanban view or click a deal row in the List view. The page opens showing all information about that specific deal.
The Deal Header
At the top of the page, you'll see the deal header containing key information at a glance:
- Deal Name is displayed prominently at the top
- Deal Amount shows the potential value with currency (e.g., SGD 25,070.00)
- Probability indicates your assessment of how likely the deal is to close (e.g., Medium)
- Estimated Close Date shows when you expect the deal to close, marked with a flag icon
- Lead shows the contact or company associated with this deal, marked with a person icon
Next to the lead name, you'll notice an eye icon. Click this to view the lead's full profile in the Network module without leaving your deal.
Won and Lost Buttons
Two prominent buttons appear in the deal header: Won (green) and Lost (red). These are how you close a deal when it reaches its conclusion.
Click Won when the deal closes successfully. The customer has agreed, the contract is signed, or the purchase is confirmed.
Click Lost when the deal falls through. The prospect chose a competitor, decided not to proceed, or the opportunity is no longer viable.
Once you click either button, the deal moves to your History view and no longer appears on your active pipeline. This keeps your Kanban board focused on current opportunities.
Quick Actions
On the right side of the page, the Quick Actions panel gives you fast access to common tasks:
- Add Activity opens the activity form to log a call, email, meeting, task, milestone, or note
- Edit Deal lets you update any deal field including name, value, stage, probability, and description
- Delete Deal removes the deal entirely from your pipeline
These actions are always visible, so you can quickly make updates without scrolling or searching for options.
The Quotations Section
Below the deal header, you'll find the Quotations section. This is where you manage formal proposals for this opportunity.
Click + Add Quotation to create a new quotation linked to this deal. The quotation will be associated with this opportunity, making it easy to track which proposals belong to which deals.
If quotations already exist, they appear in a table showing:
- Quotation Date is when the quotation was created
- Quotation Number is the unique reference (e.g., QUO-20251200001). Click it to open the full quotation.
- Status shows where the quotation stands (e.g., Ready, Sent, Accepted, Declined)
- Amount displays the quoted value
A single deal can have multiple quotations. This is useful when you need to revise your proposal, offer different options, or update pricing during negotiations.
The Focus Section
The Focus section shows your upcoming and overdue activities for this deal. This is your action list, telling you exactly what needs to happen next.
Each activity in the Focus section displays:
- Activity type icon indicating whether it's a Call, Email, Meeting, Task, Milestone, or Note
- Activity type label (e.g., Task, Call)
- Overdue badge (orange) if the activity is past its due date, showing how many days overdue
- Activity title describing what needs to be done
- Description providing additional context
- Date and creator showing when it was created and by whom
- Completion checkbox on the right to mark the activity as done
Activities appear in order of urgency, with overdue items at the top. The overdue badge makes it immediately clear which activities need your attention now.
Click on any activity to open its details. You can update the activity, change the due date, add remarks, or mark it as done.
The History Section
Below Focus, the History section shows completed activities. This is your record of everything that's happened with this deal.
Each entry shows the activity type, title, description, and when it was completed. Scroll through History to see the full timeline of your engagement with this prospect.
History is valuable for:
- Remembering past conversations before your next call or meeting
- Handing off deals to colleagues who need context
- Reviewing what worked when analysing successful deals
- Understanding what went wrong when a deal is lost
The Deal Activity Timeline
At the bottom of the page, the Deal Activity section shows a timeline of major events for this deal. This includes when the deal was created, stage changes, and other significant updates.
Each entry shows the date, time, and who made the change. This gives you a clear audit trail of the deal's progression through your pipeline.
Editing Deal Information
To update any deal information, click Edit Deal in the Quick Actions panel. This opens the deal form where you can change:
- Deal Name if the opportunity's scope has changed
- Lead if you need to associate the deal with a different contact or company
- Deal Value as you learn more about the opportunity's true worth
- Currency if the deal currency needs to change
- Estimated Close Date as timelines shift
- Deal Stage to move the deal through your pipeline
- Probability as your confidence in the deal changes
- Description to add or update notes
Click Update Deal to save your changes, or Cancel to discard them.
Viewing the Lead Profile
Every deal is linked to a lead from your Network. To view the lead's full profile, click the eye icon next to their name in the deal header.
This takes you to the lead's profile in the Network module where you can see all their details, contact information, and other deals associated with them.
Use this to:
- Check contact details before making a call
- Review other deals with the same lead
- Update lead information if details have changed
- Add notes to the lead's profile
Frequently Asked Questions
Yes. A deal can have as many quotations as needed. This is useful when you need to provide revised proposals, different pricing options, or updated terms during negotiations. Each quotation is tracked separately with its own status.
Focus shows activities that are pending or overdue. These are things you still need to do. History shows activities that have been completed. Together, they give you a full picture of past engagement and upcoming actions.
Yes. Click Edit Deal in Quick Actions, then select a different lead from the Lead dropdown. This is useful if you initially linked the deal to the wrong contact or if the primary contact for the opportunity has changed.
Click on the activity to open its details. You'll see a Delete Activity button that removes the activity from the deal. Be careful, as deleted activities cannot be recovered.
What's Next?
Now that you understand the Deal Details page, explore these related articles:
- Tracking Deal Activities to learn about activity types and best practices
- Closing a Deal to understand the Won and Lost process in detail
- Creating a Quotation to learn how to build formal proposals