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One View in Deals

Learn about the One View widget in the Deals module, the data that it shows, and the actions you can perform on the data.
S
Sabqat Ruba
30 Mar, 2020 - Updated 1 year ago

 What Does the One View Widget Display in Deals 

Having a hard time gathering your customers’ contact information? 

Following up with your support teams repeatedly to check about customer issues? 

Do not have all your deal-related data in one place?

Use Vtiger’s One View feature to overcome these hindrances!


 

In this article, we will discuss in detail, what the One View widget displays for a deal.
Before you proceed, do read the article on One View: Introduction – it talks about the One View feature and explains its significance. 

The One View widget in Deals displays the following related records for a deal:

  1. Contacts

Contacts are the key stakeholders of a deal. You can view them under a deal’s One View widget. 

What actions can you perform on a contact under One View

  1. Choosing a contact role

Do you have multiple contacts associated with a deal that you are pursuing? Want to be sure you are calling the right person for the right reason? Use Contact Roles

You can select a contact role by clicking the Select Contact Role picklist. These are the default contact roles available in Vtiger CRM:


To learn more about Contact Roles, click here.

  1. Reaching out to the contact

By clicking the More icon on the top right corner of the contact card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to your contacts.

The unlink option removes a contact from a deal’s related records. 

  1. Viewing key fields

Important information about a contact comes in handy with Key Fields.  

 

Note: You can link more contacts to a deal by using the + button located on top of a contact.

  1. Organizations

Similar to Contacts, you can view the details of a deal’s related organization in One View.

What actions can you perform on an organization under One View

  1. Reaching out to the organization

By clicking the More icon on the top right corner of the organization card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to an organization.

Only one organization can be linked to a deal at once. To link an organization to a deal, go to the deal’s Deep Dive View and add the organization under the Organization Name field.

  1. Viewing key fields

Important information about an organization is shown in Key Fields. You can view the key fields by clicking the organization card. 

  1. Quotes 

In this section of One View in a deal, you can view all the quotes created for a deal. 

What actions can you perform on a quote under One View

  1. Unlinking a quote

Click the More icon on the top right corner of a quote card to view the Unlink option. When you unlink a quote from a deal, it stops showing under the deal’s One View.

  1. Viewing key fields

Important information about a quote is shown in Key Fields. You can view the key fields by clicking the quote card. 

To learn more about quotes in Vtiger CRM, click here

  1. Projects

After a deal is won, you can create a project and define tasks for it. This helps in tracking the progress of the project and ensuring prompt service to customers. 

What actions can you perform on a project under One View

  1. Unlinking a project

Click the More icon on the top right corner of a project card to view the Unlink option. When you unlink a project from a deal, it stops showing under the deal’s One View.

  1. Viewing key fields

Important information about a project is shown in Key Fields. You can view the key fields by clicking the project card. 

To learn more about projects in Vtiger CRM, click here

Additional Information:

  • You can open a One View record by clicking the icon.

  • You can create or link new records under One View by clicking the icon.

  • One View shows a maximum of 20 records from each module. Click Show more to view all the records.

  • Records under One View can be hidden or expanded by using the arrows beside the module names.

 

Did you know that Vtiger has One View widgets for Contacts and Organizations? Visit the links below to know more. 

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