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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