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Deal detail view

Fintesk's detail view contains all of the information related to that deal, including emails (coming soon), activities, or notes.

Deal detail view​

In the deal detail view, you can find information regarding that deal, including deal status and any linked contacts. dd01

Progress bar​

In the deal's detail view, you will find the deal progress bar, showing you what pipeline stage the deal is currently at.

dd02

The deal progress bar will allow you to understand the progress of your deal and provide insight into which of your stages may require more attention.

The sidebar in the detail view features the information you have added to your deal.

Summary​

The summary is the first section within the sidebar and contains the core details of your deals, such as:

  • Value and products
  • Label (coming soon)
  • Probability (coming soon)
  • Expected close date
  • The contact person
  • The organization linked to the deal

The summary is always displayed at the top of the sidebar.

Changelog​

When in the detail view of a deal, you can click on the Changelog function to view any change made to that item, sorted by date. dd03

These changes will also include stage changes, value, label and contact updates, as well as changes to the expected closed date and default and custom field updates.

Hover cards​

When you hover over the contact name, organization name, or Fintesk user in the deal detail view, you will see a popup card containing details related to that item.

  • Deal owner dd04
  • Person dd05

Organization dd06