List View
The default view of the deal pipeline window is the Kanban view. To view Deal Pipeline List View, click on the List View icon in the top right corner.
The deals will be displayed in a list. The following details
pertaining to deals are visible in List View:
- Deal Code
- Deal Name
- Deal Stage
- Deal Type
- Deal Size
- Deal Currency
- Deal Sector
- Deal Sub-sector
To modify a deal, follow the below steps:
1. Click on Edit/Delete icons in the Actions Column to edit or delete a deal.
2. Click on actions on top of the list to perform the following operations:
- Delete: Click on Delete icon to delete individual deal or mass delete the deals.
- Edit: Click on Edit icon to edit individual deal or mass edit the deals.
- Search: Click on Search icon to search a specific deal.
- Advanced Search: Click on Advanced Search icon to search a specific deal using advanced search options.
3. To filter the deals based on certain parameters, click on the Filter icon and define the custom view.
