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Displaying deal details

After you create a deal and it is added to your deals list, you can display the details of a sales deal. To do it, please follow the steps below.

  1. Go to the top navigation menu, and click Sales.
  2. Find your sales deal and click the three dots sign on the right side of the deal and click Details.
  3. After clicking details, the deal will be displayed with details like name, amount, stage, status and assigned user.