Work a deal: stages, won or lost, contacts, notes and tasks
Everything in a deal's side panel — it saves as you go.
Where: Insight → Deals → click a deal (or a campaign's Deals tab → click a deal)
How to do it
- Click a stage on the bar at the top to move the deal, or Mark Won. Mark Lost asks why (Price, Timing, Went with a competitor, No response, Not a fit, No budget) and for an optional note. A won or lost deal shows a banner with Reopen.
- Overview: edit Deal Value (USD), Expected Close and Source Campaign; Win Probability follows the stage. Pick the Owner, add tags (type and press Enter; × removes one).
- Contacts: add a name, title and email. A contact whose email matches one of your leads links to them — the envelope opens their conversation in Replies and the phone opens the dialer. Make Primary sets who shows on the card.
- Activity: choose Note, Call, Meeting or Email, write what happened and click Log. The timeline also shows stage moves, wins and losses, owner and value changes, completed tasks, and the contacts' own replies and calls.
- Notes: write a note and click Add Note; Pin keeps it at the top; Delete removes it.
- Tasks: add the next step with a due date; tick it when it's done (that's logged too). The earliest open task is the deal's next step on the board.
Good to know
- Changes save automatically — there's no Save button. Delete Deal (bottom left) removes the deal and everything on it after you confirm.
- Open Conversation (bottom) jumps to the Replies conversation the deal was created from.
- The panel's address includes the deal, so you can bookmark or share a link to it with your team.