View list of deals
In SendPulse’s CRM system, you can quickly view all deals in selected pipelines and switch between display modes. This helps you track sales stages, deadlines, and assigned team members.
Let’s talk about how to view your deal list and use display modes.
Go to your pipeline, and select a view mode: kanban, list, or calendar. You can also use filters to sort deals by criteria.
You can also choose a mode to view deals in your pipeline:
| Kanban | Deals are displayed as cards at deal stages with the following data: deal name, deal source, date created, linked contact, deal amount and currency, due date, assignee, and number of comments. |
| List | Deals are displayed as rows. You can view every deal’s name, source, amount, currency, due date, assignee, and deal fields. You can also click the three dots to add or remove fields. |
| Calendar | Deal names are displayed in their corresponding date cells. |
In the Dashboard tab, you can view general deal information.
Read also: View deal cards.
Last Updated: 28.11.2025
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