Where can I see the Summary of my Deal?

You can see the Summary of your deal in the Summary View of a Deal record in the Deals module.
Here you can see the following:
  • Key fields information.
  • Related module tabs.
  • Journey Tasks from Playbooks and actions created from the Process Designer.
  • Activity section:
    • Updates
    • Touchpoints
    • Comments made by other CRM users
  • One View Widget: Shares the 360-degree view of your deal.
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