Deal Detailed View

Top Header Section

Deal Name

The primary identity of the deal.

Edit Icon

Enables editing (stage, close date, source, description, etc.).
On save, changes are logged in History.

Copy Icon

Creates a duplicate of the deal.

Stage Button

Shows current stage and allows changes via dropdown.

When stage changes:

• Stage updates immediately
• UI color may change
• Deal moves in Pipeline/Kanban
• History entry is created
• Reports update automatically

Right-Side Buttons

Follow

Subscribes the user to updates such as:

• Stage change notifications
• New activity notifications

Generate Quotation

Auto-generates a quotation.
The generated quotation appears in the Quotation tab.

Left Sidebar – Deal Information Panel

Deal Details (Read-only until edit)

• Name
• Close date
• Source
• Description

Remarks Box

Editable quick-notes field for internal updates. (Type and Auto Save)

Contact Person Details

Shows person and organization data, such as:

• Contact person
• Organization
• Mobile
• Email
• Birth date
• Anniversary
• Incorporation date

If edited here, the Person master record may update (based on your system behavior).

Address Details

Billing and shipping addresses shown.

Other Details

All custom fields shown here.

Core Working Tabs (Right Side)

Tabs available:

• Product Details
• Tasks
• Activities
• Quotation
• Notes
• Docs
• History
• Chat

Product Details Tab

View and manage linked products.

Fields typically include:

• SR No
• Item Name
• Quantity
• Rate
• Amount

Actions:

• Add new product
• Add new row
• Delete row

Total amount is auto-calculated and impacts:

• Deal amount
• Forecasting
• Quotations

Tasks Tab

Shows deal-linked tasks such as:

• Follow-up call
• Send proposal
• Collect documents

Task button creates a task linked to the deal.
Tasks can appear in user dashboards and trigger reminders if configured.

Activities Tab (Detailed View)

Shows:

• All Activities (count)

Filter dropdown:

• All
• Call
• Meeting
• Mail
• Visit

Activity cards will show all these details:

• Type
• Description
• Created by
• Created date
• Status tag (e.g., Log, Held, Call Later, Interested)

Three-dot menu for edit/delete (Permission dependent).

Common Activity Components

Activity subject
Status label (Call Later, Interested, etc.)
Summary/description
Created by / Created at
Filters by activity type

Follow Up vs Log

Follow Up schedules the next interaction.
Log records a completed interaction.

Log a Call fields (example)

Subject *
Contact number
Direction & response * (Incoming/Outgoing)
Date *
Start time *
End time *
Duration * (auto-calculated)
Summary
Attendees
Attachment
Follow-up (optional)
Save

Follow Up a Call fields (example)

Subject *
Contact number
Date *
Time *
Remind me before
Description
Attendees
Save

Log a Meeting fields (example)

Subject *
Link
Date *
Start time
End time *
Duration *
Summary
Attendees
Attachment
Follow-up (optional)
Save

Follow Up Meeting fields (example)

Subject *
Link (optional)
Date *
Time *
Remind me before
Description
Attendees
Save

Communication Button

Options may include:

• WhatsApp
• Email

Depends on integration setup.

5.5 Activity Detailed View Sidebar

Triggered when a user opens a specific activity.

Sidebar Header

View (read-only)

Three-dot menu:

• Edit activity (if permitted)
• Delete activity (if permitted)

Typical fields shown

Activity type and title
Response status (Unheld, Held, Interested, etc.)
Direction
Date/time
Duration
Summary
Attendees
Linked to
Mobile and email
Updated by / Created by

Why it matters

Improves accountability and timeline integrity
Helps managers review activity outcomes and quality
Preserves a non-deniable activity trail

5.6 Quotation Tab

Lists generated quotation files (often PDFs).
Clicking a file downloads or previews it.
Each quotation remains linked to the deal.

5.7 Notes Tab

Internal notes for strategy or comments.
Not visible to the customer.

5.8 Docs Tab

Upload and store deal-related documents:

• Signed agreement
• Proposal copy
• ID proof

Documents remain attached for long-term reference.

5.9 History Tab (Audit Trail)

Tracks all key changes, such as:

• Deal created
• Stage changes
• Close date changes
• Call logs
• Meeting logs

Each entry typically includes:

• Date and time
• User
• What changed

This provides full traceability and prevents silent changes.

5.10 Chat Tab

Available when WhatsApp API integration is active.

5.11 Deal Relationship Model

The Deal is the central entity and links to:

• Person
• Organization
• Products
• Tasks
• Activities
• Quotations
• Documents
• Notes
• History logs

If you want next level refinement (still without changing content), I can:

• Convert this into DocHound-ready hierarchy
• Add anchor-friendly numbering format
• Create Support Quick Navigation version
• Or restructure this into “Issue-based Support Resolution” format

Tell me the next step.