Inside a Deal record page

The Deal Record Page

A deal record provides a complete view of a sales opportunity and every interaction associated with it. From a single record, teams can review deal details, track engagement, access AI-generated insights, communicate with stakeholders, and collaborate internally.

At the top of every deal record, AI-generated tags like #expansion, #strategic, #Buyer, #Untouched, #Stalled, or #Ghosted provide an immediate signal about the current state and characteristics of the deal.

The deal record page is organized into left-side tabs for activity and insights, and a right-side panel for deal details, associated contacts, company information, collaboration, and relationship context.

Insights

The Insights tab surfaces AI-generated intelligence about the deal, helping teams quickly evaluate opportunity health and make informed decisions.

AI Scoring

AI Scoring provides a composite view of how a deal is performing across multiple dimensions.

• Deal Score — an overall score indicating deal strength based on engagement, fit, and activity signals, accompanied by a brief explanation (e.g., "High ICP score — aligned with product use case")
• Company Fit — how well the associated company matches the ideal customer profile
• Engagement — how actively the contacts on the deal are interacting with the team

AI Summary

AI Summary generates a natural language overview of what's happening with the deal based on recent activity, communications, and engagement signals.

A typical summary includes what happened recently, what the prospect is doing, and what the next step is. Each summary includes a sentiment indicator showing the overall tone of the deal (e.g., 88% positive). Click Show all to expand the full summary.

AI Summary helps teams quickly get up to speed on a deal without manually reviewing every email, meeting, and call.

Key Insights

Key Insights highlight important patterns, signals, and intelligence that can influence how a deal is worked. Each insight is expandable and shows a status indicator or count.

• Account Health — a percentage-based indicator showing overall deal health, combining engagement, activity, and pipeline signals (e.g., 70% HIGH)
• Buying Intent — the level of intent detected from the prospect's behavior and communications (e.g., HIGH, Medium, Low)
• Buying Potential — an assessment of the prospect's potential to close based on fit and engagement signals (e.g., HIGH, Medium, Low)
• Risk Factors — specific risks detected that could affect the deal outcome, with a count of detected factors
• Buying Committee Analysis — identifies the contacts involved in the deal and their roles, helping teams understand whether key stakeholders are engaged
• Competitor Mentions — surfaces references to competitors detected in emails, calls, or meeting transcripts, with a count of detected mentions
• Similar Customer Stories — finds comparable past deals based on deal attributes, helping teams apply learnings from previous outcomes
• Tech Stack/tools — identifies the tools and technologies the prospect currently uses, with a count of detected tools

Next Actions

Next Actions provides specific, AI-generated recommendations for what to do next on the deal. Each action includes a description, a due date, and a completion status.

Examples:

• "Schedule Finance Team Call: Address budget concerns raised in last meeting" — Today
• "Send Follow-up with Case Study: No reply in 7 days — send relevant customer success story" — Today
• "Schedule a demo within 3 days for higher conversion chance" — Mar 24

Completed actions appear with a strikethrough. Click Show all to view the full list of recommended actions.

Tasks

The Tasks tab surfaces follow-ups, reminders, and action items associated with the deal. Keeping tasks tied to the deal record ensures nothing falls through the cracks as opportunities progress through the pipeline.

From this tab, teams can:

• View open and pending tasks
• Review completed tasks
• Create new tasks
• Track upcoming deadlines

Activity

The Activity tab provides a chronological timeline of interactions associated with the deal. Reviewing deal-level activity helps teams understand how engagement has evolved over the course of an opportunity.

The activity timeline may include:

• Emails
• Calls
• Meetings
• Notes
• Record updates
• Stage changes
• Ownership changes

Emails

The Emails tab contains the full history of email conversations associated with the deal, aggregated across every contact involved in the opportunity. Having deal-wide communication history in one place makes it easier to understand ongoing conversations, track stakeholder engagement, and prepare for next steps.

New email conversations can also be started directly from the deal record.

Meetings

The Meetings tab provides visibility into both upcoming and past meetings associated with the deal. This helps teams stay aligned on what's been discussed, review meeting history across stakeholders, and prepare for future conversations with full deal context.

Notes

Notes capture information that may not exist in emails or meetings, like strategy observations, pricing discussions, internal context, or follow-up reminders. Storing notes on the deal record ensures opportunity-level knowledge is preserved and accessible to everyone working the deal.

Examples include:

• Discovery call takeaways
• Pricing negotiation notes
• Internal strategy discussions
• Stakeholder preferences

Right Panel

The right side of the deal record page contains three tabs that provide deal context, collaboration tools, and relationship intelligence.

Details

The Details tab displays deal information, associated contacts, and company details in a structured format.

Record Details

Key deal fields include:

• Deal Name
• Stage
• Forecast
• Current Price
• Close Probability
• Pipeline
• Days in Stage
• Expected Close Date

Click Show all to expand the full list of deal fields, including custom fields.

Associated Contacts

The Associated Contacts section displays the people involved in the deal as contact cards. Each card shows:

• Contact name and role (e.g., CTO, VP of Engineering)
• ICP Fit percentage
• Engagement percentage
• ICP fit score

This helps teams quickly see who's involved in the opportunity and how well each contact aligns with the ideal customer profile.

Company

The Company section displays key information about the organization associated with the deal, including:

• Company name
• Fit Score
• Status and stage
• Star rating
• Assigned to
• Source
• Industry tags
• Created date
• Employee size

Click Show all to expand the full company details.

Comments

The Comments tab provides a space for internal collaboration on the deal. Team members can add comments with rich text formatting to share updates, flag important context, and document decisions.

For example:

• Champion is pushing for a decision before end of quarter
• Procurement requires security review before sign-off
• Competitor mentioned in last call — need to address in follow-up

Keeping deal discussions attached to the record ensures everyone working the opportunity has access to the same context.

Network

The Network tab helps teams understand the people connected to a deal and discover potential paths to influence.

• Current Contacts — lists the contacts associated with the deal, including their name and role
• From your Network — surfaces people from the existing network who have connections to the contacts or company on the deal, with the ability to Request introduction
• Suggested Contacts — recommends additional people who may be relevant to the deal based on relationship data, with the ability to Request introduction

The Network tab helps teams identify champions, map buying committees, and leverage warm introductions to strengthen deal positioning.

Quick Actions

The deal record allows teams to perform common actions without leaving the page.

Available actions include:

• Compose and send emails
• Make calls
• Schedule meetings
• Start meetings
• Create notes
• Create tasks

Deleting a Deal

Deals can be deleted from the Deals object page. Deletion requires appropriate permissions.

The deal record page brings together opportunity details, pipeline context, AI insights, communications, and relationship intelligence in a single workspace, helping teams manage every aspect of a sales opportunity from one place.