Deals
Every transaction in one view, with a Pipeline tab and a Coordination tab. Filters for Active, At risk, Closing soon and Closed.
Where to find it
Deals in the sidebar
How to use it
- 1Open Deals from the sidebar.
- 2Use Pipeline for stages, Coordination for deadlines.
- 3Open a deal for its own page.
Good to know
- Coordination used to be its own page. Old coordination links now land on the same record inside Deals.
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