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 rearrange the headers by dragging and dropping them within the select dropdown menu.
You can select from the following columns:
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.
Note: The download will only include the Deals that match the applied filter and details from the displayed headers. If you are looking to export all deals and all the deal fields, perform an export from the Import and Export page.