How to Setup Deals Page


Your deals page allows you to see every potential, current, and past deal in your pipeline. Using Deal Boards you can filter your entire deal database to gain a better understanding on the status and volume of transactions in certain stages at a glance.

  1. Go to Deals.

  2. Click New Board.


  3. Add your Board Name. Use a descriptive name that helps you understand which deals will be shown there, such as ‘My Deals’ or ‘Opportunities’ or ‘Closed Deals’.

  4. After your board has been created, Click the filter button on the right, then the pencil icon to edit your filter.

  5. Add your board’s Filters, including Source, Status and Time Added.

  6. Click Done to complete your board.

Congratulations, you have now added a new, customized deal board.


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