When organizing your deals, you have two options. You can manage deals as a list or as a board. You can easily toggle between the view options and even set a default view in Your Settings area. 


The boards view displays all of your pending deals with each column representing a stage. You can drag and drop deals between each stage. The total number of deals and amount will update automatically. You can filter deals by label and deal owner. 

Card Actions

When you hover over the card, a menu will appear that will allow you to view a snapshot, add an update, add a task or attach a document. 

Deal Snapshot

When you click the deal snapshot icon, a small summary will appear with details such as description, labels, status, projected date and members. You can delete the deal by clicking the  icon or view the deal by clicking  the View Details button.


The list view displays all deals along with some overall summaries. You can filter by status and deal owner. 

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