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Documentation Index

Fetch the complete documentation index at: https://docs.apers.app/llms.txt

Use this file to discover all available pages before exploring further.

The Deal page offers three ways to view your deals. Choose the one that fits your workflow.

View Options

Cards
view
Displays each deal as a card. This makes it easy to see deal details at a glance.Best for: Quick browsing and visual overview.
Table
view
Displays deals in a spreadsheet-style table with rows and columns.Best for: Users with many deals who need to scan and sort quickly.
Kanban
view
Displays deals in a CRM-style board with columns for each stage.Best for: Managing your deal pipeline and tracking progress.

Using Kanban View

Kanban view organizes deals into stages:
StageDescription
NewDeals you just added
In ReviewDeals you’re actively analyzing
PassDeals you decided not to pursue
InvestDeals you’re moving forward with
1

Switch to Kanban

Click the Kanban view option on the Deal page.
2

Drag and drop

Move deals between columns as their status changes.
3

See your pipeline

Get a clear view of where all your deals stand.
Kanban view makes it easy to see your entire pipeline at once and manage deal flow.
Last modified on January 25, 2026