FAQs in this section
How can I create a deal?
How can I create a deal from One View?
Can I sync a quote with a deal?
How can I add line items to a deal?
Can I move a deal to another pipeline?
What happens when I sync a quote with a deal?
Why should I move a deal to another pipeline?
What actions can I perform on a deal?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Tasks widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

What is deal journey view?

Deal Journey View – inspired by the customer journey map – showcases the elements of a journey map in a single view. It is the view of a deal that you can see when you open a deal record. 

Elements of deal journey view are represented in the form of sales stages, journey tasks, interactions, emotions, queries, and transactional data related to a sale. Deal Journey View also depicts customer interactions that take place following a sale. 

 
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