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. If multiple deals are associated with the contact it will show a count on the deal card.

  3. Click on the deal card to manage the deals.

  4. From here, you can move the deal to a different stage.

  5. For more deal configuration options, click the Open button on the deal card. Click here to learn more about managing deals