What's the Deals Tab?

The Deals tab is where you can live-search your Deals, set viewing filters, and perform batch actions (reassign, tag or SuperTag, update status, or delete) on multiple Deals at once.

Live Search or Filter from the Deals Tab

Live Search or Filter from the Deals Tab

Like the Contacts tab, the Deals tab allows you to filter which Deals you show (by assigned to or status) and to do a quick live search of all of your deals.

Perform Batch Actions on Your Deals

Perform Batch Actions on Your Deals

You can select multiple deals on the Deals tab and perform batch actions on them, such as changing permissions, deleting deals, and tagging.

Manage Your Deal Statuses

Manage Your Deal Statuses

On the Deals tab, you can monitor your Deal Statuses, as well as Add new Statuses or delete current Statuses.