Product update
New Deal List Views
November 6, 2019 All product updates →
We’ve enhanced the Deal List View options in your Deals.
There are now 3 options for different Deal Views.
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The Deal List will give you a big picture summary of all of your Deals.
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The Next Step view will intuitively show you what you need to be working on to move the deal forward.
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The Won/Lost Reason view gives you a quick look into what is working for you and what may need to be worked on to improve your ability to close more Deals.
Use the View drop-down on the Deals page to change your view.
