Page Header & Context Controls
Back Arrow (Top Left)
Returns to the previous module or dashboard.
Does not change any data.
Branch / Company Selector (e.g., “WORTAL NEXGEN – HQ”)
Shows which branch or business data you are viewing.
If changed:
- Deal list refreshes
- Only the selected branch’s deals are shown
Page Title
Deal (300) indicates:
- The total number of deals currently visible
- If filters are applied, the count changes accordingly
Top Action Bar (Right Side)
Search Bar (Press Ctrl+K)
Searches deals instantly.
Supported search fields:
- Deal name
- Person name
- Organization
- Phone
Search affects display only. It does not modify data.
Filter Icon (Funnel)
Opens the filter panel.
Used to filter deals by:
- Stage
- Source
- Date
- Owner
- Amount range
Filters affect display only. They do not edit deal records.
View Toggle
Indicates which view is currently active (Table vs Pipeline).
Switching views changes layout only, not data.
Deal Button
Opens the Create Deal screen.
After submission, the new deal appears in the table.
Deal Table Columns
Checkbox Column
Used to select one or more deals.
When at least one deal is selected:
- Bottom bulk action bar appears.
Header checkbox selects all visible rows.
Name
Deal name (clickable).
Opens the Deal Detail screen.
Sorting controls allow alphabetical sorting.
Person Name
Primary contact linked to the deal.
Not clickable in this view.
Sorting supported.
Organization
Organization linked to the deal (if applicable).
If blank, the deal is treated as an individual deal.
Phone
Contact number for quick reference.
Amount
Expected deal value.
Sorting supported.
Used for forecasting.
Stage
Current pipeline stage (e.g., Prospecting, Won, Lost).
Clicking the stage opens a dropdown.
Selecting a new stage updates the deal stage.
Created At
Deal creation date.
Used for ageing analysis.
Source
Origin channel (e.g., Reference, Facebook).
Dropdown can be used for filtering.
Remark
Short internal note visible directly in the table.
Helps provide context without opening the deal.
Row Action Menu (⋯ Three-Dot Menu)
When opened, the actions may include:
- View
- Edit
- Duplicate
- Call
- Meeting
- Visit
- Delete
View
Opens Deal Quick View.
Read-only.
Edit
Opens Edit Deal form.
Allows updating:
- Stage
- Amount
- Close date
- Product
- Contact
- Source
- Other deal fields
After saving, the table updates immediately.
Duplicate
Creates a copy of the deal:
- Same details
- New ID
- Stage may reset to default
Used for repeat deals.
Call / Meeting / Visit
Opens the respective activity logging panel linked to the deal.
After saving, the activity appears in the deal’s Activities.
Delete
Deletes the deal (usually requires confirmation).
After confirmation, the deal is removed.