Deal Details Sidebar
Click on any deal card to open the Deal Details Sidebar. This acts as your workspace for closing the sale, allowing you to communicate with clients and log activity without leaving the board.
Tabs for Collaboration
Activity Log: An audit trail of every status change and action taken on this deal.
Notes: Add internal timestamps notes for your team (e.g., "Client prefers evening calls").
Message Logs: View the full text message history and client replies.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.