The deal record — notes, activity, and tasks
Learn how to use the three-column deal page to log activity, see the full timeline, and manage tasks.
Every deal in your pipeline has its own record page. Think of it like a folder that holds everything related to one sales opportunity — all your notes, every email and phone call, upcoming tasks, and the full history of what happened and when.
The three-column layout
When you open a deal you will see the page divided into three sections:
Left column — deal summary
- Deal name, stage, value, and close date
- Assigned owner (the team member responsible for this deal)
- The linked organization (company) and primary contact
- Custom properties you have defined for deals
Middle column — activity feed
- A running timeline of everything that has happened on this deal
- Buttons to log a note, a phone call, or an email
- Upcoming tasks listed at the top of the feed
- Filter buttons to show only certain activity types (e.g. notes only, calls only)
Right column — linked records
- Contacts associated with this deal
- The linked company
- Quotes, invoices, and contracts
- Documents shared with the customer
Logging a note, call, or email
- 1Open the deal you want to update.
- 2In the middle column, click the Log Note, Log Call, or Log Email button.
- 3Type what happened — for example, "Called Maria, left voicemail about training for 20 nurses."
- 4For a call, you can also record the duration and outcome (Connected, Voicemail, No answer).
- 5Click Save. The entry appears in the activity timeline immediately.
The activity timeline and filters
The timeline shows every activity in chronological order — newest at the top. Use the filter buttons to narrow what you see. For example, click "Calls" to see only phone call entries, or "Emails" to see only emails. Click "All" to go back to the full view.
Tasks and the priority queue
- 1Open the deal.
- 2In the middle column, click Add Task.
- 3Give the task a title (for example, "Send follow-up quote") and a due date.
- 4Set a priority: High, Normal, or Low.
- 5Optionally assign it to a specific team member.
- 6Click Save. The task now appears at the top of the activity feed until it is completed.
The Priority Queue is a special view — go to Deals → Tasks → Priority Queue. It shows all your open, overdue, and due-today tasks across every deal in one list, sorted by urgency. This is the best place to start your morning — work through the list from top to bottom.
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