1. This Will Be Your Deal Card
2. Deal Name
Click over it to open the command center and see more details about the deal
This name doesn't have to be strictly the same as the customer name; just give the best name for you to identify it
3. 'Add Label' Button
This will allow you to select the best label for you to categorize and filter your different deals
4. Deal's Three Dots
Here you will find multiple decision options over the deal and its content
View Deal: Open the Command Center
View Contact: Open the contact card
Advance Deal: Manual progressive deal movement
New Proposal: Start a proposal for this same deal even if you haven't done an appointment yet for it
Notes: Add or edit notes on the same deal
Disable Drips
Cancel Deal: Archive the deal and show it as cancelled on the contact record
5. Deal's Lead Source
6. Deal Current Action to Continue
This specific space in the deal will be changing depending on the stage it's living on
You will be able to do the following from here
Schedule an appointment
Add notes
Start a proposal
Edit/View a proposal
Edit/View a invoice
7. Customer Name
By clicking here, you will automatically be taken to the contact card and its full record
8. Last Action Taken Time
This information on time here will always change depending on the last update made to the deal. It will display seconds, minutes, hours, days, months, and years
