Deal List
In OnePageCRM, the Deal List includes all deals created/imported to your CRM account, or archived deals. You can use it to:
- Filter deals in your CRM
- Export deals
If you are using Multiple Pipelines, the Deal list is specific to the selected Sales or Delivery Pipeline.
In this article:
| Customize the Deal List |
| Filter the Deal List |
| Export deals from the Deal List |
Select Headers for the Deal List
Jump up to Article's Overview ⮝The Deal list can be viewed on both the Kanban and Forecast View.
You can select from the following columns:
You can rearrange the headers by dragging and dropping them within the select dropdown menu.
Notes:
You can select up to 9 headers to display the deal's details in this list, including Deal Custom Fields.
By default, it will always display the following:
- Deal Name
- associated Contact
- Amount of the deal
- The Deal Stage the deal is currently in
- The Deal List can be sorted by header (ascending/descending), simply click on the header. Clicking on the header a second time will reverse the order for the specific header.
Filter the Deal list
Jump up to Article's Overview ⮝The Deal list can be viewed on both the Kanban and Forecast View.
- Deal Status
- Pending - All Pending deals currently in a deal stage
- Won - All Won deals
- Lost - All Lost deals
- Closed (Won/Lost) - All Won or Lost deals
- Won Column - Won deals are displayed in the Won column of the Kanban View.
- All Deals - All deals saved in the CRM
- Deal List Headers - ascending and descending
- Predefined Filters
- Pipeline Values
Notes:
- To sort the list by the value of a specific header, click on the arrows on the right side of the header.
- Once the page is reloaded, all filters will reset.
- The headers selected for the Deal List can be accessed from the Forecast View as well.
Export deals from the Deal list
Jump up to Article's Overview ⮝The Deal list can be viewed on both the Kanban and Forecast View.
The download includes only the displayed filtered Deals. To export all Deals and fields, use the Import & Export page.