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 is deal journey view?
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 does the header section in Deal Journey View display?

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
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