Stakeholder events and deals

Stakeholder events and deals

Events and Deals connect a stakeholder to commercial activity. Use them to see where the person has appeared in meetings, notes, follow-ups, and opportunity work.

Deals

The Deals card shows open or related opportunities tied to the stakeholder. It can include expected close date, value, stage, probability, owner, account, or deal name.

Use Deals when:

  1. You need to know whether the stakeholder is connected to an opportunity.
  2. You want stage and probability context before follow-up.
  3. You need to move from person evidence to commercial pipeline context.

Events

Events can include calls, conferences, emails, LinkedIn messages, meeting notes, notes, SMS, WhatsApp, and follow-ups. Use event filters to narrow by date range, type, owners, or stakeholders.

Review pattern

  1. Check Deals first when the stakeholder is part of an opportunity.
  2. Check Events when you need recent interaction history.
  3. Clear event filters before assuming there is no history.
  4. Use Go to Account if the next question belongs to the company record.

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