How to view deal details and linked emails

The deal page shows you everything: notes, tasks, linked emails, custom fields, activity history, and related contacts — the full view of a prospect or client.

Open a deal

Click any deal card on the Kanban board, or click a deal row in List view. The deal detail panel opens showing all linked information.

View linked emails

Click the Messages tab at the top of the deal. All emails linked to this deal appear here. To write a new email, use Compose in the Communications section of the Overview tab.

Edit deal fields

Click any field in the deal detail panel to edit it — deal name, stage, custom fields, assignee. Changes save automatically.