Every deal needs a lot of time, effort, and activities to arrive at success. This is why it's crucial to keep a detailed track record of everything you need to know and do about that deal - to make sure you follow-up your prospect in every step of the way.

Click on any deal card on the pipeline to open it Deal Detail view:

In this view, for every deal you will find:

  • The Stage the deal is currently standing in the pipeline.
    Click on any Stage to move the deal forward;
  • The Company, and contact detail of your prospect;
  • A Timeline of every single activity and stage changes for the deal. Basically, its detailed history;
  • All the Activities your scheduled for that deal: tasks, calls, meetings, and the notes.
    Click on the blue button to schedule a new activity.