Viewing Deal Details

In Leads & Deals > Registered Deals, click on a deal in the list to open it and display more information. The additional information is displayed in sections:

• Editable fields - information about the status and the setup of the deal
  • Associated account
  • Total value
  • Estimated close date and probability of closing
  • Current stage
  • Owner
  • Co-Selling Partner (if co-selling is enabled) - for more information, see Defining your Partner Co-Sellers and Multi-Partner Deals.
  • Type (if used) and description
  • Custom information, as applicable
• Read only information
  • Partner
  • Pricebook (if used)
  • Source
  • Created and Updated dates and users
• Attachments - files of supplementary information
• Contacts - contacts/sales rep associated with the deal
• Deal Line Items - individual items that make up the deal
• Submissions of custom information - non-standard deal information specific to your organization

If Ask IQ is enabled on your system, it can generate two types of information for a deal:

• Deal Account summary - an overview of the organization. Ask IQ uses the organization’s data in Unifyr Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

  

• Deal Prediction - an assessment of the likelihood of closing the deal. Ask IQ uses the details provided for the deal, and compares them to existing deals in your system. It also gives an AI Confidence score, which is its confidence in the validity of the assessment it has provided - this depends on the amount of information the deal contains.

  

  Click on the field to display the detail.

  

  You can click the icons to give feedback about the notes. Hover over the notes to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.