View Options
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.
view
Displays deals in a CRM-style board with columns for each stage. This is the default view.Best for: Managing your deal pipeline and tracking progress.
view
Displays deals on a map by their address.Best for: Seeing where your deals are located.
Using Pipeline View
Pipeline view organizes deals into stages. A new pipeline starts with these default stages:
You can change them to match your process: click Configure Pipeline to add, rename, reorder, or delete stages and group them into phases.
1
Switch to Pipeline
Click the Pipeline view option on the Deals 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.
Pipeline view makes it easy to see your entire pipeline at once and manage deal flow.