What actions can I perform on the Summary View of a deal?

You can perform the following actions on the Summary View of a deal:

Follow, tag, print, duplicate and delete: You can find these options by clicking the More icon located beside the deal name. Hover on the icons to find out what they mean.
Change the pipeline and sales stage: The button located beside the +New button displays the deal's pipeline and current sales stage.
- Click the pipeline name to move the deal to a different pipeline.
- Click the sales stage name to change the deal's sales stage.
Reach out to a contact and create a related record: Click the +New button to:
- Reach out to a contact by email, call, or SMS
- Schedule a meeting, task, or an email
- Create contacts, documents, etc.
See a detailed view of the deal: Click the Deep Dive button to get a detailed view of the deal and add or modify deal information.

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