Deal Pipeline view are designed to be intuitive, especially for revenue teams. Match the deal page views to your process. Learn how to get the most out of the Deals page.
Drill into a deal
Review activity for all deals in the deal pipeline view.
Click the timeline (bars) to open the deal panel on the Activity column showing the latest deal activity.
Scroll through the activities to see calls, shares, views, followup emails, and interactions from your sales tech stack integrations.
Click Review account in the deal panel to open the account page .
Identify deal risks
Drill into the deals at risk and understand exactly what the risk is, or catch up with the latest interaction on the deal.
The Warnings column is pinned to the left of the board. Hover to see details of the warnings on each deal.
Click on a deal warning to open the deal panel on the Warnings columns to see detailed alerts on the deal and suggestions for mitigating the risk.
For example - how long has the prospect been ghosting? When was the last prospect activity? What's your next step?
Go here for more info on warnings and general recommendations on setting them up.
Identify your deal contacts
We've made it easier to know how many people are actively engaged in the deal (single-threaded vs multi-threaded), who those people are, and what their activity is.
