Deal workspace

Click any deal on the board or in the table to open its deal workspace: an inspector panel with the same layout whether it opens over the Deals page or at the deal's own bookmarkable page. Everything about the deal lives here: its identity, its stage, and six tabs of work.

The header and the identity rail

The header strip shows the pipeline name, a Deal # number, and a status badge, next to the ⋯ deal actions menu. On a narrow panel, the identity rail sits behind a leading Details tab instead of showing beside the other tabs.

Click the deal name to rename it inline. Below it, the Deal value card holds the amount (click to edit, with a currency picker) and the deal's probability: click Set probability to enter a number from 0 to 100. This per-deal probability is what the board's weighted column totals and the Forecast page use; it replaced per-stage probability.

Below the value card, the rail lists Company (a picker, with a View company → link once one is linked), Contacts, Owner, Dates (expected close and the deal's age in days), and, when your workspace has defined any, Custom fields. See Deal fields for how those are set up.

Stage and status

A stage is where a deal sits inside its pipeline (Lead, Proposal, Negotiation…). Status is separate: open, won, or lost. A deal can move through every stage in its pipeline while staying open, and closing it as won or lost doesn't require it to be in any particular stage.

A stage bar above the tabs shows every stage as a segment: filled dark for the current one, muted for stages already reached, and quieter still for stages ahead. Click any segment to move the deal there, or use the Change link beside the time-in-stage line above the bar. On a won or lost deal the bar is inert.

The ⋯ deal actions menu in the header carries the lifecycle verbs: Mark won, Mark lost (with an optional reason you can type into a dialog), Reopen deal once it's closed, and Delete deal.

Overview

The Overview tab is a digest, not a form: the three most recent activity rows, then the current proposal, each with a link into its full tab. It's the fastest way to see where a deal stands without leaving the summary.

Activity

The Activity tab is one timeline for notes, calls, emails, meetings, and every system event (stage moves, amount changes, won/lost). A filter row above it narrows the list to one kind at a time, including an System bucket for everything Reach logged automatically.

The composer at the bottom writes a note, call, email, or meeting entry: pick the type from the dropdown, type your text, and submit (⌘/Ctrl + Enter also submits).

Proposals

Proposals replaced the old single quote. A deal can carry many proposals, numbered and shown newest first; the current (highest-numbered) one opens with its line-item editor beneath it, and older ones read as history. A proposal moves draft → sent → accepted or draft → sent → rejected; only drafts can be deleted. See Proposals for building one.

Invoices

Invoices lists what's been issued against the deal's proposals. You create an invoice from a proposal's own totals: this tab is the record of what went out, not where you generate one. See Invoices.

Tasks

A task on a deal is a title, an optional due date, and an assignee. Open tasks sort by due date and read in red once overdue; completed ones drop to the bottom with a strikethrough rather than disappearing. The Tasks tab's count badge only counts open tasks.

Linked

A Linked tab appears only once the deal has records linked from a custom object. See Custom objects. Deals with no such links skip this tab entirely.