Detail view
In Fintesk, the detail view of a deal, person, or organization contains all of the information related to that item. Here you can add additional relevant information such as emails (coming soon), activities, or notes.
If you would like to make updates to your deals or contacts, you have the ability to do so directly in the detail view as well. You can learn how to make updates to your items in this article.
Deal detail view
In the deal detail view, you will see any specific information regarding that deal, including deal status and any linked contacts.
In the detail view of a deal, you will see the deal progress bar, showing you what pipeline stage the deal is currently in.
The deal progress bar will allow you to understand the progress of your deal and provide insight into which of your stages may need more attention.
Contact detail view
The detail view of a person shows data about that person, such as that person's email address or phone number.
The detail view of an organization displays information specific to that organization, like a street address, or any custom field information you have added to that item in your account.
Changelog
When in the detail view of an item in Fintesk, you can click on the "CHANGELOG" function to view any change made to that item, sorted by date. These changes will also include updates made to any default or custom fields of that item.
- Persons – The changelog information will display when that contact was added to Fintesk, what deals have been made in their name and what organization they may be linked to.
- Organizations – You will see when persons have been added to your organization or when deals have been linked to this organization.
Hovercards
When you hover over a deal name, contact name, organization name, or Fintesk user in the detail view, you will see a popup card containing details related to that item.
- Fintesk user (as item owner, follower, or participant)
- Organization
- Person
