View Deal History

The Deal history gives you an overview of updates and edits performed for this deal. You can view the Deal History from the Contact page and Pipeline page.


Contact Page

Open the contact with a deal assigned → scroll down to the existing deal and click on the Show full deal.

The Deal history will be displayed at the bottom from newest to oldest.

Pipeline Page

Go to the Pipeline page and open a deal → click on the Show full deal.

The Deal history will be displayed at the bottom from newest to oldest.

Actions recorded in the Deal history

  • Deal name
  • Expected close date
  • Pipeline assigned
  • Deal stage (pending, Won, Lost)
  • Deal amount
  • Multi-month
  • Commission
  • Cost
  • Deal Items
  • Description
  • Deal Custom Field
  • Created date
  • Deal owner
  • Invoices/Quotes created with Xero or Quickbooks
  • Note created related to the deal
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