> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The new deal workspace

> Released 2026-09-04 · App

<Update label="2026-09-04" tags={["App"]}>
  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.

  <Frame caption="A deal's Overview">
    <img src="https://mintcdn.com/nextlevel-mca/zKDgELl8M8ulfBuT/images/deal-overview.png?fit=max&auto=format&n=zKDgELl8M8ulfBuT&q=85&s=f40d7d6e85bee02f32ab1fddfb25e9c8" alt="The deal Overview tab" width="1696" height="1032" data-path="images/deal-overview.png" />
  </Frame>
</Update>

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