Managing Notes, Files, and Related Contacts in Deal View

Managing Notes, Files, and Related Contacts in Deal View

What are the main functions of Notes, Files, and Related Contacts in a deal?

Notes

Keep all important updates and insights about the deal in one central location. This ensures that everyone involved stays informed and has access to the latest information.

Enter notes in the Notes field and click Save to add them at the bottom of the section. Notes display the user's name, date, time, and content. Use the kebab menu to Edit or Delete notes.


Files

Store and organize all documents related to the deal, such as contracts and proposals. This makes it easy to find and access these important files and links them directly to the deal.

Click the + button under Files to upload a file by drag-and-drop or selection. The upload button activates once a file is chosen. Uploaded files are shown below the button with the user’s details. Files added from the deal page are also included in the related contact and company. Supported formats include DOCX, PDF, PPT, XLS, CSV, TXT, HTML, GIF, JPG, and PNG.

Manage and track all key people involved in the deal. This includes their roles and contact details, making it easier to communicate and coordinate with them effectively.

Related contacts appear with profile icons. Hover to see the remove icon and click to open the contact card with details like name, company, emails, phone, LinkedIn, and Facebook. If no contacts are linked, No Contacts Found is displayed. Use the + icon to search and add existing contacts.



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