Home  >   FAQs   >  What does the header section in Deal Journey View display?

What does the header section in Deal Journey View display?

Table of Contents
The Header section of Deal Journey View displays information about the pipeline a deal is associated with and the sales stage it is currently in.
The Header section displays the following fields and information:
  1. Name of the deal
  2. Important fields, namely
  • Amount
  • Organization Name
  • Primary Email
  • Opportunity Name 
  • Contact Name
  • Expected Close Date
  • Pipeline
  • Assigned To
  • Last Contacted On
  1. Progression bar (located beside the +New button), which displays the pipeline and the relevant stages of the deal
  2. Time spent in each stage of the pipeline displayed when you hover on a sales stage in the progression bar
  3. The emotion of the customer captured at the end of each stage displayed beside the deal name
  4. Total time spent on the deal displayed when you hover on the clock icon
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.