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
The deal overview page contains four key components
The initial state of an empty deal
A populated deal with multiple phases
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.
<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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