Access to the Deals view is included with Business licences. |
The Deal drawer gives you a centralized view of everything related to an opportunity.
Instead of switching between your CRM, meetings, emails, recordings, and notes, the Deal drawer brings together:
deal properties,
customer activity,
stakeholders,
upcoming meetings,
and AI-generated insights
This helps sales teams:
review opportunities faster,
prepare better follow-ups,
identify risks earlier,
and stay aligned across the sales process.
Open a Deal drawer
You can open the Deal drawer directly from the Deals table.
To open a deal:
Go to the Deals page
Click on a deal row
The drawer opens on the right side of the screen.
Understand the Deal drawer layout
The Deal drawer is organized into several sections:
Deal information
Contacts
Upcoming meetings
Activity Timeline
AI Deal Summary
Recent activity
Each section helps you better understand the current state of the opportunity.
Review deal information
At the top of the drawer, you’ll find the main deal properties.
Depending on your CRM configuration, this may include:
Deal name
Company
Amount
Stage
Type
Close date
Deal owner
This section helps teams quickly understand:
where the opportunity stands,
who owns it,
and what the expected timeline looks like.
Edit deal properties
Some deal fields may be editable directly from the drawer.
Editable fields may include:
Amount
Stage
Type
Close date
Owner
This helps teams keep deal information updated without leaving Claap.
Field availability depends on:
your CRM integration,
workspace permissions,
and sync configuration.
Monitor deal momentum
The Activity Timeline gives you a visual overview of customer engagement over time.
The timeline may include:
meetings,
recordings,
and emails associated with the deal.
Each dot represents activity for a given day.
Larger dots indicate days with more activity.
The timeline helps teams quickly identify:
highly active opportunities,
slowing deals,
inactive accounts,
or spikes in engagement before important milestones.
Use Ask ClaapAI
The Deal drawer may also include an Ask ClaapAI action.
This helps users quickly ask questions about:
the deal,
recent meetings,
customer objections,
next steps,
or stakeholder involvement.
ClaapAI uses the deal context and related activity to generate answers.
Identify stakeholders
The Contacts section displays the people associated with the opportunity.
This helps sales teams quickly identify:
champions,
decision-makers,
evaluators,
and additional stakeholders.
Understanding who is involved in a deal is important to:
reduce single-threaded opportunities,
improve stakeholder coverage,
and identify missing decision-makers early.
You can click on a contact to open their Contact profile.
Prepare upcoming meetings
The Upcoming section displays future meetings linked to the deal contacts.
This helps teams:
prepare demos,
review upcoming negotiations,
anticipate customer conversations,
and align on next steps.
Upcoming meetings are automatically updated when linked calendar events are detected.
Get AI-generated deal insights
The AI Deal Summary provides a short overview of the opportunity based on customer activity.
| The summary is generated using:
It helps teams quickly understand:
This is especially useful during:
|
AI summaries can also be edited manually. This is useful when you want to:
add internal context,
clarify next steps,
rewrite wording,
or complete missing information.
Review recent activity
The Activity section displays interactions linked to the opportunity.
Depending on your setup, this may include:
emails,
meetings,
recordings,
and customer interactions.
This allows teams to quickly review the latest exchanges without leaving the Deal drawer.
Why the Activity Timeline matters
The Activity Timeline helps teams assess deal health at a glance.
Healthy opportunities usually show:
regular communication,
recent interactions,
and continuous customer engagement.
Long periods without activity may indicate:
stalled deals,
internal blockers,
low buyer engagement,
or unclear next steps.
Managers can also use the timeline during:
pipeline reviews,
coaching sessions,
and forecasting meetings.
Best practices for using the Deal drawer
To get the most useful insights from the Deal drawer:
Keep CRM stages updated
Associate the correct contacts to deals
Record customer meetings whenever possible
Sync calendars and emails
Add clear next steps during conversations
Review activity regularly during pipeline reviews
The richer the activity history is, the more useful the Deal insights become.