Adaptive Deal Workspaces
Everything about the redesigned deal profile — the new 3-column card layout, how to customize it for yourself or your team, and how to use every card on the page
By Amogh1 author18 articles
- What's Changing: The Adaptive Deal Profile
- Customizing Your Adaptive Deal Profile
- Understanding the Adaptive Deal Top Card & Quick Actions
- Using Quick Actions on a Deal
- The Associated Company Card: Overview & Changing a Deal's Company
- Viewing AIRA-Enriched Company Data from a Deal
- The Associated Contact Card: Overview
- Adding, Creating, and Removing Contacts on a Deal
- Understanding the Company-Mismatch Nudge on Deals
- The Associated Job Card: Overview
- Associating, and Removing Jobs on a Closed Deal
- Understanding Job Stats on the Deal Profile
- Filtering and Searching Jobs on the Deal Profile
- Deal Profile: Overview vs. Activities Tab
- Adaptive Deal Profile for Admins: Permissions & Layout Controls
- Troubleshooting the Adaptive Deal Profile
- Adaptive Deal Profile FAQ
- Adaptive Deal Profile: Limits & Known Behaviors