VIEW DEAL SNAPSHOT
You can view the summary of the deal in snapshot tab.
NAVIGATION
To navigate between the different views for snapshot. You can click on the .png?sv=2022-11-02&spr=https&st=2025-07-03T11%3A09%3A24Z&se=2025-07-03T11%3A20%3A24Z&sr=c&sp=r&sig=fi5Rs8NiBA36NacYF6k2AjtQQrpQZaYwUBQSVknk0uE%3D "image(12).png"){kind=small}
menu to change.
KEY METRICS
You can view the following in this view.
Products listed under the deal
Key contacts
Deal team members
Key information about the deal such as status, stage, probability.
Contact your administrator if you want to display additional fields.
ACTIVITY FEED
You can view recent deal tasks, meetings and call reports in this view.