Knowledge Base

Topics
Deal detail view
Progress bar
Sidebar
Changelog
Hover cards
Followers
Focus
History

Deal detail view (BETA)

YS
Yssel Salas, December 2, 2022
Note: The new deal detail view is currently free to test in beta to a closed group of users and will be released to more users at a later date. If you don't see this view in your account, please refer to the main detail view article.

Pipedrive's detail view contains all of the information related to that deal, including emails, files, activities, or 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 will 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 will allow you to understand the progress of your deal and provide insight into which of your stages may require more 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.


Sidebar

The sidebar in the detail view features the information you have added to your deal. If you are using multiple Marketplace apps in your workflow, our App Panels feature allows you to add specific apps to the sidebar.

The first section within the sidebar contains the core details of your deals, such as value and products, label, probability and expected close date as well as the contact person and organization linked to the deal.

    The core details section is always displayed at the top of the sidebar, and you can reorder and hide other sections. You can learn how to do it in this article.

    Manage sections

    To manage the sections of your sidebar, click on the gear icon in the top-right corner.

    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.


    Changelog

    When in the detail view of a deal, you can click on the Changelog function to view any change made to that item, sorted by date.

    These changes will also include stage changes, value, label and contact updates, as well as changes to the expected closed date and default and custom field updates.


    Hover cards

    When you hover over the contact name, organization name, or Pipedrive user in the deal detail view, you will see a popup card containing details related to that item.

    • Deal owner
    • Organization
    • Person

    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 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 will 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 History.


    History

    This section includes all the items that have been added and uploaded to the deal.

    You can navigate through the tabs to filter specific items like notes, activities, emails exchanged, files, etc.

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