The deal page was rebuilt around ten tabs: Overview, Conversation, People & Business, Documents, Underwrite, Submissions, Offers & Contracts, Notes, Tasks and Activity log, with the stage, originator, closer and the three everyday actions in the header. Businesses and people are records of their own, so a merchant’s history carries across deals. The pipeline is a board with stages grouped into phases, and every list and settings page was restyled to match.
