List View

The List View allows you to see all of your Deals from one or multiple funnels in a table view. 

To access List View: 

1. Click on “Records” in the Navigation Bar.
2. Click the “Funnels/Deals” page from the dropdown menu
3. Click on the icon in the center at the top left side of the screen (the table icon).

The List View is laid out in a table format. You can view up to 1000 deals per page at a time (change the number of Deals in list in the bottom left corner). The rest of your Deals can be accessed via the pagination bar at the bottom of the screen

Use the Column Selector (book icon) in the upper right corner to add or remove desired columns in the List View: 

You will be able to see the Aggregate Deal Information containing the following details:

• Total # of Deals: The total number of Deals (visible to you) in your account
• Total Open Amount: The aggregate monetary amount of all Deals in the selected funnel(s)
• Total Adjusted Amount: The total amount of Deal revenue multiplied by the probability to close of the stage of the Deal 

Filtering & Sorting Deals

You will be able to sort and Filter data by different categories, as well as clicking on the header of the columns; this will bring up options for you to sort the data in that column, either descending or ascending. 

To Filter by Deal funnel:

1. Click the “All funnel” quick dropdown at the top right of your screen.
2. Select the Deal funnel you would like to Filter into
   
   
   
3. You will now have a funnel view containing the associated Deals information
   
   Note: Funnel visualization will only be available when a single funnel is selected and toggled on in the dropdown
   
   
   
   
4. Hover the mouse over the deal stages to review more information
   
   
   
   
5. You can also Filter the funnel view by clicking on the Deal stage to highlight specific Deal stage details
   

Note: You can hide the funnel visualization by clicking on Settings and toggling on and off “Show Funnel Graphic” 

To filter by other fields, including custom fields or Relationships, use the Filter button in the top left of your screen

To View and Edit Deals:

1. Click “View” next to the Deal Name
2. This will open the quick view/edit panel on the right-hand side of your screen

To learn more about navigating Record View, visit this article

To edit Deals in bulk:

1. Select the Deals you want to edit using the checkboxes on the left of each row
2. Options will appear above the table to edit Deal fields in bulk, add / remove or delete them
3. Click “Bulk Edit” to change the deal owner, funnel, stage, and deal groups of multiple deals at once

To learn more about Data View - visit the Data View article here

Click on the Settings (gear icon) for additional actions:

• Hide and show columns 
• Manage funnels and stages (Team Owner only)
• Manage loss reasons (Team Owner only)

To download Deals:

To quickly download the data into an external spreadsheet - use the download button to the right of the Column selector. Any Filters applied or columns selected will be reflected in the data download. Prior to downloading the data - you will be able to adjust column selection as needed