Manage deals from the contact record

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 see all the deals in the panel on the right side of the page.
  4. Click Move to next stage to move the deal through your Pipeline
  5. Select a new Pipeline and Stage from the Stage drop-down to move a deal to a specific stage
  6. You can also quickly change the status of the deal by clicking on the current status and selecting the new status from the drop-down
  7. For more deal configuration options, click the Open button on the deal card. Click here to learn more about managing deals