Deal detail view
Pipedrive‘s deal detail view gathers all of the information related to that deal, including emails, files, activities and notes.
Deal detail view
In the deal detail view, you can find information regarding that deal, including deal status and any linked contacts.
Progress bar
In the deal‘s detail view, you‘ll find the deal progress bar, showing you what pipeline stage the deal is currently at and the number of days it took to complete each stage.
The deal progress bar enables you to track the progress of your deal and provides insight into which stages may require additional attention.
If you wish to track the overall progress of deals throughout your pipeline, we suggest using the deal progress report in the reports section of your progress tab. In your progress section, you can also try out customizable reporting with our Insights feature.
To learn more about deal management, refer to this article.
Sidebar
The sidebar in the detail view features the information you have added to your deal. If you‘re using multiple Marketplace apps in your workflow, our App Panels feature allows you to add specific apps to the sidebar.
Summary
The summary is the first section within the sidebar and contains the core details of your deals, such as:
- Deal score
- Value and products
- Revenue metrics (if recurring products are added)
- Label
- Probability
- Expected close date
- Contact person
- Organization linked to the deal
The summary is always displayed at the top of the sidebar.
Customizing your summary section
You can personalize the Summary section by clicking the “…” icon and selecting Customize summary.
In the reorder and group lead/deal fields pane, drag the fields to rearrange the items in the order that makes more sense for your team. You can also move some fields to the details area.
Manage sections
To manage the sections of your sidebar, click on “...” > Manage sidebar sections next to the summary.
Here you can reorder the sections with the drag-and-drop function. To reorder the sections, click and hold the handle icon “=”.
To show or hide specific sections, click on the toggle next to the section name.
History
This section includes all items added and uploaded to the deal, as well as a list of all changes the deal underwent.
You can navigate through each tab to filter specific items, such as notes, activities, emails exchanged, files, documents and invoices.
Changelog
When in a deal‘s detail view, you can click on the Changelog tab under the History area to view changes made to that item, sorted by date.
The changes recorded include updates made to stage, value, label and contact, as well as to the expected closed date and default and custom fields.
Hover cards
When you hover over the contact name, organization name, or Pipedrive user in the deal detail view, you’ll see a pop-up card containing details related to that item.
Deal owner
Person
Organization
Followers
You can easily add or remove followers to deals by clicking on the “Followers” button at the top of the deal detail view.
You can either choose to add a follower or start following.
To remove a follower, hover over the follower‘s name and click on the trash can icon.
Focus
Pipedrive‘s main goal is to help users close their deals through activity-based functions.
Within the Focus section, you‘ll find all activities, email drafts and pinned notes that require your attention to close your deal faster.
You can collapse the Focus section to have quicker access to the History.
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