Key Sections of the Deal Profile
Pipeline Visibility- The pipeline at the top shows the stages your deal has moved through.
- Hover over any stage to see:
- Number of days spent in that stage
- Activities created in that stage
- Days since the last activity
- Amount: Shows the total value of the deal.
- Expected Close / Actual Close: Displays when you expect to win the deal or when it was closed.
- Age: Indicates how many days since the deal was created.
- Company: The company associated with the deal.
- Owner: The Pipeline CRM user responsible for the deal.
- Status: Color-coded indicator of deal health.
- Source: Tracks where the deal originated—useful for ROI analysis.
- Stage: The current step in your sales process.
- Probability: The likelihood (in %) of closing the deal.
- Summary: Brief description of the deal.
Managing Lost Deals
- Loss Reason: Select why a deal was lost from a customizable dropdown.
- Loss Reason Notes: Add free-form notes to explain the loss in more detail.
Activities
Record and view all actions related to the deal, such as emails, calls, meetings, and proposals.
- Filter by Category: Easily filter activities (e.g., Email, Call, Meeting) to find what you need.
- Custom Fields: Add extra details, such as product or service information. Admins can create custom fields.
Upload and access files related to the deal. Email attachments are automatically saved here.
People
View all contacts associated with the deal. The primary contact is highlighted by default. To remove someone, click the trashcan icon next to their name.Agenda
View and add tasks or events directly from the Deal Profile. Use templates to automate your workflow.
Need help? Contact support at [email protected].