The Top Card sits at the top of Column 1 on every Deal profile. It's fixed, you can't remove or reconfigure it, but most of its fields are editable right where they sit.
What's on the Top Card
Company logo
Deal name
Deal Pipeline — changing this asks you to pick a new stage, and a reason if your workspace requires one for that stage.
Amount
Created on — system-generated, not editable.
Expected close date
Close date — only shown and editable once the deal is Closed Won or Closed Lost.
Deal stage
Owner
Associated Company and Associated Contact are not edited here, use their own cards instead.
Editing a field inline
Click directly on the field you want to change.
Enter the new value.
Press Enter or click away to save. A brief Undo pop-up lets you revert the change.
The kebab menu
Delete — asks for confirmation before removing the Deal profile. Deleting a Deal never cascade-deletes its associated Company, Contacts, or Jobs.
Send To — sends the deal to a connected integration. If none are configured, you'll see: "No integrations available. Click here to add an integration," linking to Integrations settings.
Things to know
If you don't have edit permission on a field, it renders read-only, no click-to-edit affordance appears.
If the deal is in Closed Won or Closed Lost, you can still change the Won/Lost reason from here.



