Deals Widget

You can keep an eye on your Deals from within your Contacts!

On Contact Detail Pages, you'll see a Deals Widget for any contact involved with a Deal.

Like the other widgets, the Deals widget can be dragged and dropped to reorder where it appears on the contact detail page.

In this widget, you will see all Deals that are with this contact including: the name of the Deal, the amount of the Deal, who it's with, who it's assigned to and the Deal status. The Deal status can be edited using the drop down menu to allow you to easily manage the Deal right from the contact view.

Just click on the name of the Deal to head back over to the Deals detail pane if you want to view more information or edit the deal.