Comments and history

Every deal has an activity feed that combines two kinds of entries in a single chronological stream:

  • Comments — free-text notes posted by employees.

  • State-change records — system-generated entries that log each stage transition with before-and-after values.

The feed is displayed on the deal detail page.

Comments

Any employee who can view a deal can post a comment. Comments are plain text.

You can edit your own comments to correct a typo or add detail after the fact.

Use comments to record context that does not belong in structured fields — a customer’s verbal request, internal notes for the next person who picks up the deal, or a reason for an unusual decision.

State-change records

Each time a deal moves from one stage to another, the system automatically writes a record into the activity feed. The record shows:

  • the employee who made the change,

  • the previous stage,

  • the new stage,

  • and, when the deal transitions to Paid, the payment details (type, amount, and date).

State-change records cannot be edited or deleted.

Expired reservations

When a reservation expires and the system returns the deal to Negotiations, business processes that listen for deal stage changes react to it as to any other stage change.

See auto-revert of expired reservations for how this mechanism works.

Reading the feed

Because comments and state changes share the same feed, you can reconstruct the full negotiation history in one place — what happened, when, and who did it. This is especially useful when taking over a deal from another employee.

Proposal edits are recorded in each proposal’s own revisions.