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View your deals in list format in CRM

View and manage your sales opportunities in the CRM by accessing the Deals section, where deals are presented in a list format for streamlined oversight and organization.

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·3 steps·98 views·Published

View and manage your sales opportunities in the CRM by accessing the Deals section, where deals are presented in a list format for streamlined oversight and organization.

Step-by-step Guide3 steps

  1. Click the CRM tab

    Clicking the CRM tab will take you to the Customer Relationship Management section, where you can manage client interactions, tasks, and overall sales processes.

    Click the CRM tab
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  2. Click the Deals link

    This will navigate you to the Deals section, where you can manage and track your sales opportunities.

    Click the Deals link
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  3. Click 'View your Deals as a list'

    Clicking this option will display your Deals in a list format, allowing for easier viewing and management of individual deals.

    Click 'View your Deals as a list'
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