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What are the two views in the Deals ?

Updated over a year ago

The two different types of views in the Deals tab are:

List View : Shows your deals in a table, like a spreadsheet. You can see important details for each deal, such as the deal’s name, amount, stage, and date. It's great for quickly checking a lot of information at once.
Stage View : Displays your deals in a pipeline based on their progress. Each deal is shown in a box under its current stage (like "Prospecting" or "Closed"). You can move deals by dragging them to the next stage. It's perfect for seeing where all your deals are and how they're moving forward.


These views allow you to manage and analyze your deals in different formats, making it easier to track progress and details.

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