Deal Card

A deal card displays all the necessary information about the deal and the client. It shows the current status of the deal, client details and deal card history: updates to the deal, new deal terms or assignees. A deal card can be deleted if you have corresponding rights, but it will not be possible to restore a deleted deal.

In other words, working with a deal involves entering information before or after the interaction with the customer. A deal card contains:

  • deal ID
  • basic information about the customer and the deal
  • current deal status (funnel stages)
  • comments
  • communication history with the customer
  • assignee
  • update history

Note: Editing the deal card is available to users with corresponding access rights.

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