Deal fields and tabs

An opportunity opens as a panel with a fixed header and a set of tabs.

Header

Element	Meaning
OPPORTUNITY	The record type.
Name	The deal name — select it to rename.
Created · Last changed · N days old	When the deal was opened and last touched.
Mark won / Mark lost	Close the deal as signed or not happening.

Tabs

Tab	Shows
Overview	The essentials: value, stage, dates, owner, key contact.
VNClagoon AI	An AI summary and suggested next steps for the deal.
Details	Line items, amounts, discount and the approval state — see Quotes and approvals.
Relationships	The people and companies tied to the deal.
Activities	The history — calls, meetings, tasks and notes — and the composer to add one — see Log an activity.
Account Intel	Background on the account.
More	The remaining tabs for this deal.

At the foot of the panel, Edit opens the full form and Close dismisses it.

See also

• Pipeline stages
• Close a deal
• How the forecast works