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Deal Views

Deals_Pipeline_View (1)

 

  • Pipeline: A pipeline view organizes deals into status columns that can be rearranged, with cards showing key stats at a glance. Deals can be dragged between columns, opened directly, filtered, or searched, giving teams a clear, flexible read on where every deal stands and its core metrics without opening each one individually.

  • List: View deals and pipelines in list format. Additional tools: filter deals or add notes.
  • Grid: View deal cards and quick deal summaries.
  • Map: View deals in map view.