View Deal Summary

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 menu to change.

KEY METRICS

You can view the following in this view.

1. Products listed under the deal

2. Key contacts

3. Deal team members

4. 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.