Contact deal card display

This article applies to:

The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format.

  1. Search for a contact that is associated with a deal

  2. The Contact record will display a deal card

  3. If that contact is associated with multiple deals, they will be displayed next to each other, and have the ability to scroll to the right in order to see the other deals.

  4. To change the stage use either:
    1. The drop down
    2. The slide bar