A click on a deal opens its detail page. The layout is the same as on a lead, the fields are different.

**Contents**
- [The header](#the-header)
- [Pipeline & status](#pipeline-and-status)
- [The other blocks](#the-other-blocks)
- [Changing fields](#changing-fields)
- [Note, logging and history](#note-logging-and-history)
- [The three fields worth maintaining](#the-three-fields-worth-maintaining)
- [Deleting a deal](#deleting-a-deal)
- [Next](#next)


## The header

Name, job title and company of the contact, with these to their right:

- **Call** dials the stored number.
- **LinkedIn** opens the contact's profile, if a profile address is stored.
- **Email** opens a new mail window, if an address is stored.
- The menu with the remaining actions.

The arrows page through the list you came from; next to them it reads **Deal {n} of {total}**.

## Pipeline & status

The most important block. The stage bar at the top, next to it the way back via **From lead phase**. Below:

| Field | Meaning |
|---|---|
| **Follow-up date** | when you get back to it |
| **Next step** | what needs doing |
| **Deal value** | the size of the business |
| **Confidence** | how likely the close is, in percent |
| **Expected close** | when you expect to close |
| **Weighted value** | value times confidence, not editable |
| **Offer sent** | when the offer went out |
| **Sales cycle** | how many days the deal has been running, against the stored benchmark |
| **Touchpoints** | number of contact points |

![The header of a deal with the Pipeline & status block](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/pipeline/deal-detail-kopf.png)

## The other blocks

**Contact** - **Phone**, **Mobile**, **Email** and **LinkedIn**.

**Company** - **Company**, **Employees**, **Industry**, **Website** and **Company LinkedIn**.

**Details** - **Campaign**, **Channel**, **Lead source** and **Last reply**. If the deal sits on **Lost**, **Lost reason** joins them.

**System** - **Last activity**, **Days in deal**, **Created** and **Assigned to**.

The fields in **Contact** and **Details** belong to the contact person. Change something there and it changes on the matching lead too - it is the same record. The fields under **Company** belong to the deal's company and apply to all its contacts, see [Companies (Accounts)](https://success.indeal.ai/hc/indeal/articles/companies-accounts).

## Changing fields

Click a value. Almost every field is editable in place; hovering shows **Click to edit**. Changes save immediately and **Saved** appears briefly.

## Note, logging and history

The same tools sit on the left as on a lead: the **Note** field with **Pin**, below it the logging area with the tabs **Call**, **LinkedIn**, **Email** and **Meeting**, and the activity list. The entries **Offer sent**, **Won** and **Lost** appear there too.

**View history** in the **Pipeline & status** block shows which fields were changed when.

## The three fields worth maintaining

1. **Follow-up date** - without a date the deal appears in no work list. How to set it with the calendar and get an email reminder: [Set a follow-up with a reminder](https://success.indeal.ai/hc/indeal/articles/follow-up-with-reminder).
2. **Confidence** - it determines the **Weighted value** and therefore the whole forecast.
3. **Expected close** - it decides which monthly bucket the deal lands in.

All three are estimates. An honest estimate beats an empty field.

## Deleting a deal

Through the actions menu in the header. The deal lands in the trash and is purged after 30 days; until then it can be restored. With the **Sales** role you do not see the menu.

## Next

- [Set a follow-up with a reminder](https://success.indeal.ai/hc/indeal/articles/follow-up-with-reminder)
- [Forecast, confidence and weighted value](https://success.indeal.ai/hc/indeal/articles/forecast-confidence-and-weighted-value)
- [From lead to deal and back](https://success.indeal.ai/hc/indeal/articles/from-lead-to-deal-and-back)