PipeLeads CRMPL-04.01

Deals list

You answer 'what is closing this month for Sam?' instantly.

A spreadsheet view of every deal with filters that stack and a one-click Clear.

Find it in PipeLeads CRM

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Deals

/crm/deals

Why it’s better

Find any slice of the pipeline in seconds and take it to a spreadsheet when needed.

You never scramble for a number when the boss asks.

In the product

See it in PipeLeads CRM.

Deals table with search, pipeline, stage, status and owner filters, listing deals such as Global Enterprises Package ($85,000, Proposal) and Mega Corp Store Operations Suite ($450,000, Solution Design) with stage chips, Open/Won/Lost badges, weighted values, expected close dates and owners — Deals tableEvery deal in every pipeline, sortable and filterable in one table.

Inside this feature

4 parts that make it work.

Deals › Deals listPL-04.01.1Tag and value filtersYou know what your top deals are worth right now.Deals › Deals listPL-04.01.2Tags and custom fields as columnsOne screen answers your team's real questions.Deals › Deals listPL-04.01.3Row actionsEnd-of-month tidying takes minutes.Deals › Deals listPL-04.01.4Add deal formDeals get logged the moment they appear.

PipeLeads CRM

Put Deals list to work.

See every deal. Know the next step. Let the follow-up run itself.

Check out PipeLeads CRM See pricing