# Navigating through the deal modal When you open a deal in **Sales** → **Deals**, you'll see a modal with multiple tabs. Each tab gives you a different view of the deal, from high-level status to emails, meetings, tasks, and more. This article walks through what you'll find in each tab and when it's useful. ### Overview The **Overview** tab is your starting point. It gives you a snapshot of the deal so you can quickly understand where things stand without switching between tabs. At the top, you'll see the **deal stage outline**, which shows the full pipeline and highlights the deal's current stage. Below that, the **Summary** section surfaces key details at a glance: the associated intake form, company, deal amount, owner, primary contact, creation date, last activity, and next meeting. Further down the page you'll find: * **Custom fields:** Additional fields specific to your business or sales process, like deal source or service type. This section only appears if custom fields have been set up. * **Next meetings:** Any meetings scheduled for this deal, so you can see what's next without switching to the Meetings tab. * **Latest quote & invoice:** Shows the most recent quote and invoice tied to the deal, so you can quickly check pricing and billing status without switching tabs. * **Activity:** A timeline of recent actions and changes, like stage updates, tasks added, or field edits. * **Emails:** Recent emails tied to the deal for a quick check on whether outreach has happened. Use this tab when you want to orient yourself on a deal before taking action or following up. *** ### Activity The **Activity** tab shows a chronological history of everything that has happened on the deal. This includes system-recorded events like deal creation, field updates, stage changes, task completions, and ownership changes. Each entry shows what happened, who did it, and when. This makes it easy to retrace the deal's history, especially when multiple people are involved or you're returning to a deal after some time. This tab is read-only. You can't create or schedule anything from here. It serves as an audit trail of past actions. Use this tab when you need to confirm whether something already happened, review past updates, or see what a teammate changed. *** ### Client Intake Form Responses The **Client Intake Form Responses** tab shows submissions from intake forms linked to the deal. This is information collected directly from the client, like their name, email, budget, timeline, and any additional context they provided. If a response exists, it's displayed in a structured format you can scan quickly. You'll also see a **Go to form** link to view or manage the form that collected the response. If no responses exist, you'll see an option to **Configure intake form** so future submissions can be captured and linked automatically. Use this tab to review what the client shared, confirm that intake is complete, or identify missing information that might be holding the deal up. *** ### Emails The **Emails** tab shows all email conversations tied to the deal, including messages sent to and received from the primary contact or related contacts. Each entry displays the sender, subject line, a message preview, and the timestamp. Messages are grouped chronologically so the most recent communication is easy to find. You can also compose a new email from this tab using **Compose email**. Emails sent here are automatically linked to the deal and visible to anyone else working on it. Use this tab when you want to read past emails, send a follow-up, or check whether outreach has already happened. *** ### Meetings The **Meetings** tab shows all meetings tied to the deal, both upcoming and past. You can add a new meeting using **Add meeting** at the top of the tab. Meetings created here are automatically linked to the deal. Upcoming meetings display the title, date, time, participants, and meeting link. You'll also see a **Join meeting** button when a call is about to start. Each meeting includes a **Details** panel showing additional context like the deal stage, linked company and contact, and any active automations (like meeting reminders). Use this tab to confirm a meeting is scheduled, prepare for an upcoming call, or check whether a meeting took place before moving the deal forward. *** ### SMS The **SMS** tab shows text message conversations tied to the deal. Messages are sent and received through the configured phone agent and linked to the deal automatically. If messages exist, the tab displays the conversation thread in chronological order so you can see what the client sent, how the agent responded, and when messages were exchanged. If no SMS conversations exist, you'll see an option to **Configure agent** to enable text messaging. The right-hand **Details** panel shows the status of any sales automations tied to SMS, like meeting reminders, including how many steps have completed and when the next one will run. Use this tab to review text-based communication, confirm that reminders are being sent, or troubleshoot missing messages. *** ### Calls The **Calls** tab shows all phone call activity tied to the deal. This includes calls handled by the phone agent and any logged call history. When calls exist, the tab displays a list of completed or attempted calls with relevant details. Use this tab to review call history and confirm whether phone outreach has happened. *** ### Docs & Files The **Docs & Files** tab is where you store and access documents and files related to the deal. This keeps proposals, notes, and attachments tied directly to the deal instead of scattered across other tools. From this tab you can: * **Upload files** from your computer. Uploaded files appear in a list with the file name and creation date. * **Create a new document** directly within the deal. Documents created here are automatically linked to the deal, which is useful for drafting internal notes or proposals. Everything added here is visible to anyone with access to the deal. Use this tab to upload supporting materials, create deal-specific documentation, or find files related to the deal without leaving the modal. *** ### Tasks The **Tasks** tab shows all tasks associated with the deal. This is where you track follow-ups, action items, and work that needs to happen to move the deal forward. From this tab you can: * **Search** to find a specific task by name or status. * **Add task** to create a new task that's automatically linked to the deal. * **Add existing tasks** to link work that was created elsewhere in the system without duplicating it. Each task shows its current status and deadline so you can quickly see what's outstanding and what's been completed. Use this tab to manage deal-related action items and make sure nothing falls through the cracks. *** ### Projects The **Projects** tab shows all projects linked to the deal. This is where a deal starts to transition from sales into delivery. Each project displays the project name, current status, and deadline. You can create a new project using **Add project**, which automatically links it to the deal so the sales context carries through into execution. Projects linked to a deal are visible to anyone with access, providing continuity between your sales and delivery teams. Use this tab to track how a deal turns into active work, confirm that delivery has started, or navigate from a deal into its associated projects. *** ### Contacts The **Contacts** tab shows all people associated with the deal, including the primary contact and any additional contacts linked to the company. Each entry displays the contact's name, phone number, email address, and linked company. Clicking a contact opens their full record where you can see related deals, communication history, and other details. If no contacts are linked, you can add or link contacts so communication and activity are properly tied to the right people. Use this tab to confirm who's involved in the deal, verify contact information, or jump to a contact record before reaching out. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/navigating-through-the-deal-modal.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.