Working deals

The opportunity record

Everything about one deal on one screen: synced CRM fields, your own context, Marvin's read, any triggered Play, usage health and the full activity history.

Opportunity detail: details card, Marvin's read, Renewal Save Play with review steps, usage chart — A renewal at risk, with the save play Marvin triggered.

Details, and what is yours

The top half of the Details card is CRM-owned — close date, probability, owner, type. Below the dotted rule is app-local: SE status, tags and an internal note. App-local fields never leave OppFlow and survive every CRM sync, which is the point of having them.

The action bar

Compose email

Opens the composer with a Marvin draft. The recipient defaults to the map's champion, then the economic buyer, then the first contact with an address.

Add note

Rich text, dictation and read-aloud, linked to this deal. See Notes.

Log call

Direction, participants, duration, summary and outcome, with a follow-up task on by default.

Task

A blank task pre-attached to this deal. The draft is held outside your queue until you save it, so a dismissed editor never leaves an untitled row behind.

The dark cards

A dark card always means Marvin. On a deal that is Marvin's read — a short, evidence-backed statement of what is happening and what to do next, with the draft it already prepared. A Play card appears when a play's trigger matches this deal.

Usage health

The donut is the blended score; the chart below plots one metric at a time over six months. Both appear only when the account has usage data configured and flowing.

OppFlow.ai docs · by Traversal · v0.1.32