Opening the deal sheet
Everything a single deal carries in one place — stage progression, activities timeline, products, competitors, signing contacts, files and metadata.
The deal sheet is the full picture of a single deal: where it is in the
pipeline, every conversation tied to it, which contacts are involved, which products are in
scope, and any files attached. Clicking a card on the Pipeline board (or a row in List view)
opens a quick-view drawer first — the deal sheet itself lives at
/base/{slug}/deals/{id} and you reach it from the drawer's Open
details link.
Header
- Deal name — inline-editable. Click to rename.
- Stage badge — current stage with a coloured chip.
- Deal owner — the rep responsible. Inline-edit from the sidebar.
- Last activity — relative timestamp of the most recent interaction; an at-a-glance temperature gauge.
Stage progression
A horizontal flow at the top of the left column shows every stage in the deal's pipeline, with the current stage highlighted. Click any stage chip to move the deal there — same behaviour as drag-and-drop on the board. If the destination is a closed-lost stage and your workspace has Loss Reason set to required (see CRM configuration: Loss Reasons), a modal asks for the reason before the move commits.
Activities feed
Below the stage flow, every activity tied to this deal — emails, calls, meetings, notes, stage changes — listed newest first. + Add activity at the top opens the same modal used everywhere else.
Right sidebar
- Deal & Products — name, amount, close date, probability, custom fields, and any products attached. Add/remove products inline.
- Competitor Companies — other vendors involved in the deal. Lets pure bont track win/loss reasons against named competitors.
- Organization — the linked company with quick navigation to its profile.
- Signing Contacts — every contact involved in the deal with role and primary flag. Click to navigate.
- Files — attachments uploaded against the deal (proposals, contracts).
- Info — Source, Created, Updated, source tracking. Click to view the full activity log.
Products and line items
The Deal & Products card is also where you itemise what's being sold. Add a line item for each product: pick it from your product catalogue (see CRM configuration: Products), set a quantity and unit price, and apply an optional discount as a percentage or a fixed amount. For subscriptions, mark a line as recurring and set its interval. Each line shows its calculated amount in the deal's currency. Line items appear when they're enabled for your workspace — ask an admin if you don't see the option.
The quick view
The quick-view drawer is for triage from the board — you can read and inline-edit the most important fields without losing your place on the pipeline. When you actually need the activities feed and the full sidebar, open the deal sheet.
Tips
- On-hold — a deal flagged on-hold shows the red pause icon on its board card and in the deal sheet header. Use it when momentum stalls but the deal isn't dead.
- Last activity stale — if the indicator turns red, no one's touched the deal in a while; consider scheduling a Task as a follow-up.
- URL is shareable — copy the deal-sheet URL to send a teammate straight into a deal.