Open a deal from CRM > Deals to see everything about it. The header shows the title, the stage and the status (Open, Won or Lost) and the pipeline. Use the back arrow to return to the deals list. You need the View CRM and View deals role settings. Changing the deal needs the Edit deals role setting.

The row of facts under the header shows Value, Probability, Expected close, Owner, Company, Primary person, Created and In this stage. A Rotting label means the deal stayed longer in its stage than the stage allows. A won deal shows Won on. A lost deal shows Lost on, Lost reason and Lost note.

The stage track shows every stage of the pipeline with the current one marked. Select a stage in the track, or use the Move to stage menu in the header. If someone else changed the deal first, you get a message and the deal reloads. Try again.

When you move the deal to a Lost stage, a window asks Mark this deal as lost?. Choose a Reason and add an optional note. The reason is required when your account has lost reasons. You can move a lost deal back later.

Select the pencil icon to edit the title, value, dates, owner, company, people, tags and custom fields. The stage and pipeline cannot be changed in the editor. Select the trash icon to delete the deal. This asks for confirmation. People, companies and orders stay where they are. On a won deal, Create transaction opens the new transaction form with the customer and amount filled in from the deal. It is shown to users who can create transactions.

Open the Products tab. Use Add from catalog to pick a product or Add line for a free line. Each line has Product, Quantity, Unit price and Discount %, and shows the Line total. Select Save to store the lines, or Discard changes. A deal can have up to 100 lines.

When the deal has product lines, its value is the sum of the lines and cannot be typed in the editor. Saving with no lines returns the deal to its manual value.

The Orders tab lists the linked orders with Reference, Date and Amount. Select Link order, enter the Transaction id of an order that is already in your CRM and confirm. An order belongs to one deal only. Use the row icons to open the transaction or unlink the order.

The Activity tab shows notes, stage moves, completed tasks, calls and conversations of the deal. Write in Add a note and select Add note. You can edit your own notes. Deleting someone else's note needs the Delete and merge CRM records role setting. The History tab lists every stage move with When, Move, By and Time in previous stage. A move made by an automation shows as System.

The side column has Tasks (open tasks for this deal, with Add task), People (the main contact is marked Primary; add or remove people with the edit icon), Custom fields and Tags. On a narrow screen this column moves below the tabs. The envelope icon in the header opens a message to the primary person.

Use the note editor on a person, company or deal to add bold, italic, underlined or struck-out text, lists, quotes, links, tables and inline images. Paste or insert an image, then click it to resize. Editing an existing note preserves these formats. Empty notes cannot be saved. Notes with images can be larger (up to about 500,000 characters of HTML).

Select up to 20 teammates below a note. Only teammates with access to the record can be selected. Each new recipient gets a private notification linking to the record, without note content. Editing preserves mentions; removing a mention or deleting the note removes its notification. Concurrent edits require reloading the note.

Where enabled, use Attach file below a saved note. JPEG, PNG and plain text files up to 1 MB are supported, with at most 10 active files per note. Files stay unavailable until the security scan accepts them. A rejected file cannot be downloaded. Record access is checked on every download; changing files requires edit permission and note ownership or delete permission. Removing a note erases its files. This feature is awaiting activation and may be unavailable for your account.

On eligible plans, a custom-field loading error shows a retry action. It does not mean that no custom fields exist.

Open Message from a person, company or deal, or select people for outreach. Choose the sender and check the recipients. Use Insert a variable in the editor toolbar to search CRM variables and insert one at the cursor. Insert a template opens the same searchable, categorized picker as Message Centre, with previews and language selection. You can also type / in the subject or message to find a template. Subject templates replace the subject; message templates insert at the cursor. Review the plain text before sending. Only CRM variables are filled in for each recipient; Message Centre template variables are not resolved here.

To record a past call, open Log conversation, choose Call and enter its date and time in the timezone shown. Conversation and Meeting can also be logged. Add your notes, optional teammate mentions and an optional follow-up task or meeting, then save. The activity uses the selected time; future or invalid times are rejected. A manual call appears in Activity and the person’s Calls filter, keeps note editing and file attachments, and does not dial a number or create a recording.

Open the Files tab to keep documents with the deal. Choose a Type (Quote, Contract, NDA, Invoice, Spec or Other), then select Upload or drop files on the tab. Each file shows its Version, Size and who uploaded it. A new file waits for a security scan before it can be opened; a rejected file cannot be downloaded. Use the new version icon to upload a newer version of the same document; older versions stay available. Images, PDF, text, CSV, Word, Excel and PowerPoint files up to 10 MB are supported. Uploading needs the Edit deals role setting. Anyone who can see the deal can download its files. You can delete a file you uploaded, or any file with the Delete and merge CRM records role setting.

The deal editor also has Quantity and Unit (for example 50 pallets or 1,200 parcels per month). They show on the board card and in the Quantity column of the deals table.

Open the Quotes tab to see every quote of this deal with its Status, Total and Valid until. Select New quote: the quote is linked to the deal and its lines start from the deal’s products. You can change the lines, VAT, validity, intro and terms. Use the download icon to get a PDF of the quote. Select the send icon on a draft to send it: the quote is frozen and gets its number, the public link is copied, and its PDF is saved under Files on the deal with the type Quote. Customers can download the same PDF from the public quote page. You need the View quotes role setting to see quotes, Manage quotes to create and edit them and Send quotes to send them.

When a customer accepts a quote on the public page, the deal moves by itself to the first Won stage of its pipeline, if the deal is still open. The stage history shows this move as System. A deal that is already won or lost stays as it is.