Click any deal and its record opens. This is where a rep actually lives, and it is built so that nothing about the deal has to be looked for anywhere else.
Three zones: the detail rail on the left, the working area in the middle, and a panel on the right that switches to whatever you need.
The Detail Rail
The left rail holds the facts, and stays put whatever you are doing in the middle.
The deal name, its stage, value and currency, the expected close date, and the deal team - one person carries the lead badge as the accountable owner, and others can be added alongside. Below that sit the structured fields: deal type, deal mechanics, and anything your pipeline adds as a custom field.
Two things worth filling in early, because other parts of the record read them:
Deal intelligence - the client's problem, what they run today, and which parts of NearSync they are interested in. This is the context the assistant works from, and a deal with a real problem statement gets far more specific guidance than one with a name and a number.
Brand kit and design lab - the client's logo, colours and fonts, and a space to shape anything client-facing generated from this deal.
The Middle
Two tabs.
Timeline is everything that has happened, newest first: notes, calls, meetings, emails and WhatsApp messages with the linked contact. Messages arrive on their own - if the contact is in an active conversation, it appears here without anyone copying anything across.
Discussions is your team talking about the deal, on the deal. Internal thread, not client-facing, so the argument about whether to discount lives next to the deal rather than in a chat channel nobody can find in six months.
Above them is the action bar, and it is the fastest part of the record:
- Call - dial the contact, logged automatically
- Email - write and send, logged against the deal
- Task - create follow-up work without leaving the record
- Chat - message the client on WhatsApp
- Meet - schedule a meeting
Tip
Use the action bar rather than doing these elsewhere. A call placed here is on the timeline before you have hung up; the same call from your phone is a thing you have to remember to write down.
The Right Panel
The right side switches between panels, so the record stays one screen instead of becoming a tab hunt:
| Panel | What it holds |
|---|---|
| Overview | Deal health, guidance, linked tasks and the people involved |
| Contracts | Generate, sign and store - see Contracts and Signatures |
| Quotation | Line items and pricing for what you are proposing |
| Products | What is actually being sold on this deal |
| Payments | Invoices raised, collected and outstanding |
| Files | Proposals, decks, scope documents, anything attached |
The overview panel also carries a probability for the deal and a recommended next action, both drawn from the deal's own stage, size and recent activity rather than a generic rule.
Stage Tracking
The record shows where the deal sits in its pipeline and what has to be true to move it on. If the pipeline has governance rules, this is where you find out which one is blocking a move - see Pipeline Settings.
Common Questions
Does a call made from the record show up in Comms? Yes. It is the same conversation, seen from the deal instead of the inbox.
Can the client see the Discussions tab? No. Discussions is internal. The timeline holds what was actually exchanged with them.
What happens to the record when a deal is won? It stays, with everything on it. The contract, the invoices and the conversation are the history of the account, and Clients reads from the same record.
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