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.
- Search for a contact that is associated with a deal
- The Contact record will display a deal card. If multiple deals are associated with the contact it will show a count on the deal card.
- Click on the deal card to manage the deals.
- From here, you can move the deal to a different stage.
- For more deal configuration options, click the Open button on the deal card. Click here to learn more about managing deals