Twozo Summary View: Quick Snapshot for Deal Management

Twozo Summary View: Quick Snapshot for Deal Management

What is Summary View in a Twozo, and how does it help in managing deals?

The Summary View provides a snapshot of deal information and allows for quick access to key details. When you click on a deal from the list view, the deal summary page opens on the right side. This page includes essential information about the deal and provides options for further interactions.

To navigate the summary view:

  1. Click on a deal from the deal list view that opens the Deal Summary window at the right side of the screen and a remove icon to close the page.


  1. Initially displays the deal value with currency and deal name. If no value is provided, it shows zero with the default currency. If no company is associated, the contact’s name is shown instead.
  2. Hovering over the company name reveals a card with the company’s profile picture, name, and website. Clicking the name redirects to the company’s detail page. Hovering over the contact shows a card with their profile picture, name, associated company, emails, phone numbers, Facebook and LinkedIn icons.
                

  1. Displays the Expected Close Date, Pipeline, Pipeline Stage, and Sales Owner.
  2. Includes a toggle list for Related Contacts, Notes, Files, and Activities To Do. For more info on this toggle list.

Tapping the deal title navigates to the detailed deal page, offering more in-depth information about the deal. Click here for more info.,





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