Deals tab
Other Options
Show Monthly Chart in each Deal Stage Tab: in the web account, show or hide the monthly chart displayed in the each of the Deal Stage screens.
Display Contact Tasks and Notes: check this box if you want to display linked contact tasks and notes in the View Deal Screen.
This is useful if you are creating tasks both for contacts and deals,
and want to get a global view of all tasks related to a Deal.
Display Full Details in New Deal screen on web: when creating a new Deal in the web interface, check this option to directly display the full Edit screen, with all Deal fields, rather
than the reduced New Deal pane, where only Name, Client, Amount, Closing Date and Owner need to be entered.
Inactive (days): if a Deal has had no Note added to it for more than this number of days, the Deal is marked inactive. By default, this field is empty and inactive deals are not tracked.
See
Inactive Deals
Stages: define the stages in your Sales Pipeline. See
Customize the Sales Pipeline
