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IN THIS ARTICLE

The Deal page is where you manage the deal workflow, create phases, and prepare presentation settings. It provides a visual summary of the overall deal value, size, and activity.

CONTENTS

Deal overview

The deal overview page contains four key components

The initial state of an empty deal

The initial state of an empty deal

A populated deal with multiple phases

A populated deal with multiple phases

Budget

The budget panel provides a breakdown of deal value by either category or phase.

Click on any item to jump to that section in the deal.

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<aside> ☝ A deal can have up to 10 phases

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<aside> 👉 For more information on phases, see Features & Tasks and Phases

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