The deal page
Explore the full deal view — stage stepper, tabs, and the contact and company rail.
The deal page replaces the pipeline board when you click a deal card. It gives you a full-screen view of everything about that deal — its position in the pipeline, its activity history, attached files, and the contact and company behind it.
Top bar
The top bar has four elements: a Back arrow to return to the board, the deal name, the company name, and the deal value. Below those is the stage stepper.
Stage stepper
The stepper shows every stage in the pipeline as a horizontal sequence of segments. The coloring tells you exactly where the deal stands:
| Segment state | Color |
|---|---|
| Passed stages | Red |
| Active stage | Brand gradient (pink → orange) |
| Future stages | Neutral |
Click any future stage segment to advance the deal there. Click a passed stage to move it back. Every move is optimistic — the stepper updates immediately, then the change is saved and a stage_changed event is written to both the deal's timeline and the contact's timeline.
Tabs
| Tab | Use it for |
|---|---|
| Overview | A summary view of the deal's key fields, open activities, and recent history |
| Activities | Schedule and review calls, meetings, and tasks — see Logging activities |
| Notes | Free-text notes tied to the deal |
| Files | Attach and download documents, proposals, and contracts |
| Emails | Email history associated with this deal |
| History | Chronological audit log of every change — field edits, stage moves, activity completions |
Right rail
The right rail runs the full height of the page alongside the tabs.
Contact card — shows the primary contact linked to this deal, with one-click shortcuts for phone, email, and WhatsApp. Click the contact name to go to their full profile.
Company card — shows the linked company name, domain, industry, and employee count. Click to open the company profile.
Key fields editor — a compact form showing the deal's editable fields: value, close date, owner, source, and any custom deal fields your workspace has defined. Edit inline and save without leaving the page.
Next steps
Learn to schedule activities from the deal page in Logging activities, or go back to the board with an understanding of how cards reflect deal state in Working deals on the pipeline.
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