The opportunity card — the whole deal on one screen

Two tabs on purpose — Overview and Discovery call. Overview lays the deal out in three columns: contact, reach, form submission, stage SOP and outcome on the left; the conversation in the middle; deal terms, tasks, notes and the activity timeline on the right. The conversation column collapses to a thin tab so the rest gets the room.

Also called: deal card · prospect record · account view for sales · opportunity modal

1. 1The header carries the stage stepper (click a stage to move there), the won/lost state, lead strength, and the delivery state of the last email sent.
2. 2Notes and tasks paint instantly and send behind — no spinner, no jump; a failure puts the truth back on the next read.
3. 3Rapid task toggling is queued so only the last wanted state is written; six fast clicks produce at most two writes and no flapping.
4. 4Marking lost asks for an optional reason and keeps the stage the deal died in; marking dead asks for a reason from a fixed list and is reversible.
5. 5The outcome section says plainly that this normally ticks itself — they pay and sign on their proposal page, their setup form provisions the account — and manual marking is for a deal closed off-platform.
6. 6Breakpoints are deliberate: phones one column, mid widths conversation-left with the rest stacked, wide screens the three columns.

• ◆Deal facts, conversation and next steps lived on three different screens.
• ◆Ticking a task felt slow enough that reps stopped doing it.
• ◆A closed-lost deal lost the reason and the stage it died in.