Deal viewing

Last Updated: 05.07.2024

You can track deals and their data at all deal stages. In this article, we will talk about how to find your deals, select a view mode, and view deal cards and linked information.

Last Updated: 13.03.2025

To quickly access your deals, use deal filter criteria. You can also save your frequently used filters and automate the search process.

Last Updated: 27.02.2025

When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

Last Updated: 13.03.2025

Using the calendar in our CRM system, you can view deals by date to effectively manage resources and schedule deadlines.

Last Updated: 21.10.2024

You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.