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 see all the deals in the panel on the right side of the page.
- Click Move to next stage to move the deal through your Pipeline
- Select a new Pipeline and Stage from the Stage drop-down to move a deal to a specific stage
- 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
- For more deal configuration options, click the Open button on the deal card. Click here to learn more about managing deals