When you click on a deal entry, the system opens the Deal Details View, displaying all key information related to that deal. This page helps users review the company linked to the deal, view attached documents, and check important notes in one convenient place.
Go to Sales Module → Deals Section, and click on any deal listed in the table to open its detailed view.
Company Details Tab
Shows the company associated with the deal, including basic company information and contact details. This helps you identify which organization the deal belongs to.
Attachments Tab
Displays all uploaded files and related documents for the deal. Users can view or download proposals, contracts, and any other supporting attachments.
Notes Tab
Allows users to view or add notes related to the deal. This helps track communications, updates, or internal comments during the deal’s progress.
The Deal Details View provides a complete overview of each sales opportunity. Having company information, attachments, and notes in one place makes it easier to manage deals, track updates, and maintain smooth communication across the sales team.
