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Detail view
This tutorial walks you through the deal detail view in Pipedrive, where you can review and update key deal information, track progress, and plan your next steps. You’ll learn how to work with data fields, schedule activities, manage documents, and communicate with contacts directly from the deal view. The layout is customizable, allowing you to focus only on what’s relevant to your workflow. The same structure also applies to contact and organization detail views, making it easy to see all related activity in one place.
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