What can you do on the deal details page?
The deal detail page provides you with a full overview of transactions, contacts, status in a pipeline and more related to a specific deal. You can easily access a deal detail page by searching and clicking a deal’s name on the deal listing page on the CRM.
The deal details page is broken down into tabs where you can view information related to a deal. In the top section highlighted above, you will see tabs where you can view the details of the pipeline for the deal, contacts associated with the deal, transactions like invoices and more.
To see details you can edit and view on a deal detail page, read about the areas listed below.
The Pipeline
In the pipeline, you can:
- Mark if any activities are done by clicking on an activity
- Add comments to activities
- See the details for each stage of the pipeline
- Hide unscheduled activities by turning on the toggle on the right
- Close all tasks in a stage by clicking the checkbox next to the stage
The Timeline
When the timeline tab is selected, you can view all the activities that are related to a deal on TIEIT. For example, you can view activities related to the pipeline, activities not related to a pipeline, unscheduled activities and more. You can search for items using the search bar on the top or clicking on the icons below the search bar if you would like to quickly sort by activity. There are also two menu bars on the right where you can sort and filter activities in certain ways like showing overdue activities or sorting activities from newest to oldest.
The Details Tab
View and Edit Deal Details
You can edit certain details of a deal under the Details tab or on the left sidebar. You can also add labels to the deal by clicking the tag icon on the left sidebar.
Details Tab
On the details tab, you can edit the details of a section by clicking the edit button on the top right of a section. This appears when you hover over the section. There are also some details you can edit on the left side panel. If you hover over an area, a pencil icon will appear that will allow you to edit those details.
Labels
If you have created labels, you can associate any labels to a deal by clicking the tag icon that appears on the left side panel and clicking the checkboxes of the labels you want to include. You can also create a new label by clicking the create label button.
Contacts
In the contact tab, you can see all the contacts on your TIEIT account that have been associated with the deal. If you need to add more contacts to the deal, you can click the + Associate contact button on the top right. To learn more about associating contacts, please click below on the Knowledge Base article to learn more.
Transactions
In transactions, you will be able to:
- View invoices and associate existing invoices on the page by clicking the associate invoice button on the top right of the invoices section
- View estimates and associate existing estimates on the page by clicking the associate estimate button on the top right of the estimates section
- View products being considered and create them directly on the page by clicking the add item button on the top right of the products being considered section and create estimates from that section if a product being considered is added
Send Emails, Create Activities, Add Collaborators and More
On a deal’s detail page, you will see a bottom menu bar. Here, you can add notes, creates activities, add collaborators and more.