Deal View gives reps, managers, and leaders across the company a simple, streamlined view of everything that matters when managing a deal.
The best part? Deal View is available right inside your Pipeline, so you don’t have to navigate to an entirely different app, screen, or tab.
To access the Deal View, go to the Pipeline tab. There you can select between the Pipeline view and the Deal view in the upper left corner. You can also select an individual Deal from the Pipeline view.
Things to Note: Click the X in the upper right corner of the Deal View to return to the Pipeline View.
In this article, we will walk through the Deal View, including:
- Deal Information Panel
- Deal Overview Tab
- Deal Notes Tab
- Deal Timeline Tab
- Access Conversation Intelligence Recordings in Deals
- SLU: SalesLoft Deals: The Deal View (Video)
Deal Information Panel
The Deal Information panel is anchored in the center of your Deal View, allowing you to have an immediate look into how an individual Deal is progressing. See your “quick hits” quickly with both standard info and other custom fields of your choosing. Here’s a rundown of what you’ll find in this panel:
- Deal Name and Deal Links: Includes Salesforce record, Twitter, and LinkedIn
- Deal Owner: Who in SalesLoft is working this Deal.
- Deal Stage: With the number of days in stage, and an icon showing any potential Deal Gap.
- Days Active: How long since the Deal was created.
- Deal Amount: With the ability to edit inline as the Deal progresses.
- Expected Close Date: With the ability to edit inline as the Deal progresses.
- Custom Fields: SalesLoft Admins can add custom fields to this panel. Go to the Deal Status section of your Screen Settings in the Admin tab, then add fields under Deal Status Fields.
Deal View gives your team an easier, more intuitive way to manage Stakeholders with the Stakeholders panel, so you can quickly figure out who matters most, what they care about, and what their blockers are.
To create a new Stakeholder, click the plus sign in the top right corner of the panel. There you can pull from Contact records in Salesforce, or create a new Stakeholder. (Deals will create a Contact in Salesforce when you create a new Stakeholder.) Each Stakeholder record will have:
- Stakeholder Name
- Job Title
- Associated Account: With the ability to search through Salesforce.
- Custom Fields: SalesLoft Admins can add custom fields to this panel. Go to the Stakeholders section of your Screen Settings in the Admin tab, then add additional fields. Click the Required checkbox if you’d like to make these fields mandatory.
Once you have a Stakeholder saved in the panel, you can edit their fields inline by clicking their name again.
Deal Overview Tab
Quickly find the most important Deal details like key buying criteria, key challenges, and desired outcomes.
The Deal Overview tab shows the following:
- To-Dos for this Deal
- Your Deal Summary which has an “Overview” category and Next Step and Description fields that come standard.
SalesLoft admins can add much more to this tab:
- Go to the Deal Status section of your Screen Settings in the Admin tab.
- Go to Deal Summary Fields.
- Click Add New Category.
- Add a Category Title and select from a list of available fields.
- Click the Required checkbox if you’d like to make these fields mandatory.
Things to Note: You can also add fields to the current Overview category and rename the category entirely.
Deal Notes Tab
Quickly access a list of past and upcoming calls and their associated Call Notes in the Notes tab, so you can quickly prep for the next call with the right context. You can view (and edit, if needed) each Call Note for the Deal by clicking Go to Summary. To create a new Call Note, click New Note at the top right of the tab. Learn more about making Call Notes in Deals.
Things to Note: If you made a Call Note but haven’t gone through the Wrap Up process, the Go to Summary button will be replaced with a Go to Note button.
Deal Timeline Tab
The Deal in the Timeline tab shows all activities that have happened in the past on an opportunity. For each activity, a user can expand the view in order to view more granular details on each activity. The Timeline tab is separated into sections:
The horizontal Activity Timeline chart shows historical activities for meetings, prospect activity, rep activity, and CRM change events (amount change, close date change, and stage change).
This bar chart displays how many activities have occurred on this deal and the meetings, prospect activity, and rep activity on a given day. In addition to that, CRM change event icons appear at the top of the chart to show the following details:
- Amount Change: For an amount change, it will display the newest amount and then the change (up or down) from the previous amount. If there are multiple amount changes in a given day, then it will compare the current amount to what the amount was at the beginning of the day
- Close Date Change: For close date change, it will display the newest close date for the opportunity. If there are multiple close date changes on a given day, then it will show the close date from the beginning of the day.
- Stage Change: For stage change, it will display the current stage the opportunity was moved to
In the Activity Timeline, you can hover over each day and see a hover state which shows what changes were made on that given day. Additionally, it will also show how old the deal is at the top by displaying "Day 48" as an example to indicate this deal has been open for 48 days.
Finally, you can click the arrow on the left side of the chart to view activities in the past.
Upcoming and Past Activities
The rest of the timeline views shows the activities that are currently scheduled (Upcoming) and those that have previously been logged (Past) to the Opportunity.
This activity is when a Call is logged and completed in the database. This does not indicate a where a call is connected, meaning the activity log includes times when a call was attempted but didn’t connect as well as calls that connected.
Could included logging of internal calls, or when a prospect calls back and the user logs that event.
This activity is when a user sends an email to the prospect.
This activity is when a user receives an email from the prospect.
|Meeting Booked||This activity is for when a meeting is booked with a prospect.|
|Meeting Cancelled||This activity is for when a meeting that is booked is changed to cancelled.|
|Meeting Held/Completed||This activity is for when a meeting that is booked has been marked as completed/held.|
This is a CRM Pipeline Change event when an opportunity moved from one stage to another.
This is a CRM Pipeline Change event when an opportunity amount is changed.
|Close Date Change||
This is a CRM Pipeline Change event when an opportunity close date is changed.
Access Conversation Intelligence Recordings in Deals
Your Deal View Activity Timeline shows all of the actions that have been taking on this particular Deal. As shown above, this includes interactions such as emails, calls, CRM change events, and meetings. While seeing a meeting took place is helpful, being able to view meeting recordings helps bring additional insights and coaching opportunities to the Deal View, which is why the Deal View pulls in any meetings recorded by Conversation Intelligence.
Viewing Conversation Intelligence recordings from the Deal View links Conversation Intelligence recordings to relevant opportunities when viewing in Deals. From there, you can access and play recordings in Deals Activity Feed. You can navigate to the Conversation Intelligence Recording Page from Deals to view additional recordings.
Things to Note:
- You must have access to both Deals and Conversation Intelligence to use this feature.
- If a recording doesn't exist for a meeting, the activity will display by itself.
Access Conversation Intelligence Recordings in Deals Activity Feed
In order to find Conversation Intelligence Recordings in your Deal View using one of the following methods:
- Start on the Pipeline Tab within Deals and click on a Deal Name.
- Click into one of the drill-downs on the Deals Summary page.
- Click into the Conversion Rate Analytics Drill-Down
Regardless of how you get to the Deal View page, you will access Conversation Intelligence recordings by navigating to the Timeline Tab and viewing the Activity Timeline.
Play Conversation Intelligence Recordings in Deals Activity Feed
The Timeline Tab will present them with all of the activities related to the deal in a Horizontal Chart and the below Vertical Activity Feed. In the Vertical Activity Feed, Conversation Intelligence Recordings will appear on Meeting activities that have been held in the past. Clicks the meeting activity to see the details of the meeting and open the Conversation Intelligence recording player.
From this view, you can play your recording. You will have the options to rewind, fast forward, speed up, slow down, and expand the video to full screen.
Things to Note: From the Deal View Conversation Intelligence player, you will NOT have the option to share or clip the video. To take those actions, open the recording in Conversations.
Navigate to the Conversation Intelligence Recording from Deals
Below the video player, you will see the option to open the recording in Conversations. Select this button to open Conversations in a new tab.
SLU: SalesLoft Deals: The Deal View (Video)
Want to know about the Deal View, but prefer a video format? Visit SalesLoft University to see the SalesLoft Deals: The Deal View video tutorial.