How to manage deals
To optimize your resources and better monitor your workflows, you can change deal stages and assignees and complete, delete, or share deals.
Let's talk about how to manage one deal or a group of deals.
Change one deal
Click a deal to open its card — under its name, you will see the following actions:
| Change deal stage | Changes your current deal stage, which is also your current card stage. You can also move the deal to another pipeline. |
| Change assignee | Assigns a new team member responsible for the deal. |
In the upper right corner, click the three dots button and select an action:
| Complete deal | Completes your deal and marks it as successful or unsuccessful. You can view all closed deals in the Completed Deals section. |
| Open deal card | Opens a deal card and gives access to complete information about the deal. |
| Share deal | Copies a deal link that can be shared with your team. |
| Duplicate | Creates a deal copy. You can change its data, add fields, and attach files. |
| Delete deal | Deletes a deal and its data from your account. |
Read also: How to edit your deal.
Change a group of deals
To apply bulk actions to deals, select the List mode.
Mark certain deals or all deals on the page. You can choose how many trades to display at the bottom of the list or sort trades by a specific criterion using a filter.
The following actions are available:
| Change deal stage | Changes your current deal stage, which is also your current card stage. You can also move the deal to another pipeline. |
| Complete deal | Completes your deal and marks it as successful or unsuccessful. You can view all closed deals in the Completed Deals section. |
| Change assignee | Assigns a new team member responsible for the deal. |
| Delete deal | Deletes a deal and its data from your account. |
Last Updated: 05.07.2024
or