Deal header
Deal header
The header confirms the deal identity and the most important sales fields. Read this before looking at deeper sections.
Header identity
Image guide: The header shows the deal name, linked account, deal type, value, estimated close date, stage, owner, and related status fields. This is the fastest way to confirm the opportunity being reviewed.
How to read it
- Confirm the deal name.
- Confirm the linked account.
- Check Land or Expand.
- Read value, close date, stage, probability, and owner together.
- Continue to Product Interest Fit before deciding next action.
Why it matters
If the header is wrong, every later section can be misleading. Always confirm the deal and account before using signals, stakeholders, events, activities, or AI.