Navigate to CRM > Deals from the left-side navigation menu.
This will open the deals dashboard, where all existing deals are listed.
Locate the deal you want to view.
Click on the deal name to open its detailed view.
Once opened, you’ll see the Deal Details page, which provides all key information about the deal.
A new left-side menu appears, offering quick navigation to various tabs, including:
Details – Overview of the deal's essential information.
Call – Log and review call records related to the deal.
Comments – View and add internal comments or discussions.
Attachments – Access uploaded files associated with the deal.
Notes – Maintain additional notes for better deal tracking.
The deal pipeline stages are displayed below the deal name, visually representing progress (e.g., Contact Made, Appointment Scheduled).
Key deal details include:
Deal Owner – The person responsible for managing the deal.
Source – Indicates how the deal was acquired.
Creation Date – When the deal was added to the CRM.
Status – Shows whether the deal is open, won, or lost.
Title – The name of the deal for easy identification.
At the top-right corner of the Deal Details page, you can:
Mark the deal as "Won" or "Lost" to update its outcome.
Add new tasks related to the deal for better follow-ups and organization.
The Deal Details page in ClearCRM offers a comprehensive view of every deal, allowing users to track progress, add relevant notes, and manage deal status efficiently. By leveraging these features, sales teams can stay organized and drive better deal outcomes.
