One place to manage everything related to your deals!
Let’s explore how you can make the most of the Deals detail page!
To open the Deal Detail page, simply navigate to CRM from the Main Menu, select Deals from the top menu bar, then click on the name of the deal that you want to view.
At the top of the Deal Detail page, you can effortlessly track and change where your deal stands in the pipeline. Need to update the stage? Simply click on any stage to select the next step in your sales process.
Knowing how long a deal has been in a particular stage is key to smart decision-making. You can easily track the age of a deal at every stage, helping you identify delays, optimize your pipeline, and move deals forward efficiently.
The top, left corner of every Deal Detail page gives you instant access to key information. You’ll see the Deal Name, associated primary contact, and tags, so you can quickly understand all the details without extra clicks.
Need to make changes?
Simply click on "Edit," and the Update Deal page will open. Here, you can quickly update any details related to the deal.
Want to stay updated on a deal’s progress? Simply follow the deal to get notified about every update, change, and key detail—no need to keep checking manually!
The three dot menu gives you instant control over your deals. With just one click, you can Delete, Mark as Won, Mark as Lost, or Duplicate a deal—saving you time and effort!
We know your time is valuable, and at Smackdab.ai, we’re all about reducing extra steps and clicks.
With the Quick Action Toolbar, you can instantly send emails, make calls, add notes, upload documents, or create activities—all automatically linked to your deal.
Everything you need, right at your fingertips!
And guess what? It’s 100% customizable—you can add, remove, or modify tools to match your workflow, helping you achieve results faster and more efficiently!
Check following link to see [How to customise your Quick Action Toolbar]
The Deal Detail Page gives you a clear snapshot of your deal's progress by showcasing Value, Age, and Expected Closing Date—helping you track key details at a glance!
The Deal Information section provides a clear and concise snapshot of your deal, ensuring you have all the key details at a glance. Stay informed, stay in control!
The Related Contacts and Companies section keeps all associated contacts & companies linked to your deal in one place for easy access.
Need to check contact details? Click the Contact's or Company's name to open the Contact or Company Detail Page.
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Want to update contact info? Click the three dot menu next to the name, then select Edit to go to the Update Contact or Company Page.
Every contact & company also comes with a Quick Action Toolbar, allowing you to:
✔ Send emails
✔ Make calls
✔ Add notes
✔ Upload documents
✔ Create activities
Best part? All actions automatically link to both the contact, company and the deal, keeping everything connected and organized!
The Followers section lets you see who is tracking updates on your deal.
Want to stop receiving updates? Simply click Unfollow.
Following a deal ensures you stay informed about any changes or progress.
Stay in the loop with just one click!
The Deal Detail Page brings everything you need into one place—quick access to key information, seamless updates, and powerful insights to help you close deals faster.
With Smackdab.ai, managing deals has never been easier!