How to view deal details and linked emails

The deal detail page shows you everything: all linked emails, tasks, notes, custom fields, activity history, and related contacts. This is where you get the full 360-degree 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 "Linked emails" tab at the top of the deal panel. All emails linked to this deal appear here. Click any email to preview it inline, or click the Gmail icon to open it in Gmail.

Edit deal fields

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