The deal profile brings together everything about one deal — details, activities, people, files, and tasks — on a single page.
The Stage Bar
A segmented bar runs across the top of the page with one block per stage in the deal's pipeline, so you can see how many stages there are and how far along the deal is at a glance.
- Hover any block to see that stage's name, days in stage, activities created, and days without activity.
- The current stage is highlighted, and those same four figures stay visible below the bar without hovering.
- Won and Lost badges sit at the top right. Once a deal is marked, the label changes to "Won at" or "Lost at" the stage it was in, and a line below confirms the date.
- Edit Current stage moves the deal without leaving the page — see Change a Deal's Stage.
What's on the Page
Tile
What it shows
Deal Details
The deal's core fields — amount, dates, owner, stage, and more
Activities
Emails, calls, meetings, and notes logged against the deal
People
Everyone linked to the deal, with the primary contact marked
Files
Documents attached to the deal
Agenda
Tasks and events scheduled for the deal
Deal Details
Field
What it means
Amount
The total value of the deal
Expected Close
When you expect to win it
Actual Close
When it was actually closed — set automatically when the deal moves to a won or lost stage, and only admins can change it afterwards
Age
How many days since the deal was created
Company
The company the deal belongs to. A deal can be associated to one company at a time
Owner
The user responsible for the deal
Status
A colour-coded indicator of deal health — see Deal Status
Source
Where the deal came from, useful for measuring what's working
Stage
Where the deal sits in your sales process — see Change a Deal's Stage
Probability
The likelihood of closing, as a percentage
Summary
A short description of the deal
Admins choose which fields appear in this tile and in what order — see Choose Which Fields Appear in the Details Tile.
Activities
Every email, call, meeting, and note logged against the deal appears here. Filter by category to narrow it to just the type you're after.
To see when the deal moved between stages, filter the feed by System — see Track Deal Stage Changes in Pipeline CRM.
People
Everyone linked to the deal appears here, with the primary contact marked. Click the + icon to add someone, or the trash icon next to a name to remove them. See Add People to a Deal.
Files
Files attached to the deal live here, and attachments from emails logged against the deal are saved automatically. See Upload Files to People, Companies, or Deals.
Agenda
Add and view the tasks and events scheduled for this deal without leaving the page.
When a Deal Is Lost
When a deal moves into a lost stage, the Lost badge on the stage bar activates and two fields record why:
- Loss Reason — chosen from a dropdown your admin sets up.
- Loss Reason Notes — free text for the detail behind the choice.
For everything else you can do to a deal — cloning, sharing, reassigning, merging, archiving, and deleting — see Manage Deals.
Need help? Contact support at customercare@pipelinecrm.com.