Applicable plans
Sprout Blossom Garden EstateForest


You can view your open deals by using the Open deals view which is available in the list view and the funnel view. In the list view, you can refine your open deals by using appropriate filter criteria and the funnel view works great when you want to get a summary of your open deals across each stage. The sort options are the same for both the views, so regardless of which view you use, you'd be able to sort them by their deal valuestageexpected close date and the time when they were created and updated.  



To view your open deals in the,


List View:

  1. Go to the Deals tab, click the List View button and choose Open Deals from the views drop down.
  2. You can sort them by their deal value, stage, expected close date and the time when they were created and updated.
  3. You can also use filters like Deal Type, Account name etc to narrow your list of open deals. You can add filters and save filter criteria as custom views too. 


Funnel View:

  1. Go to the Deals tab, click the Funnel View button and choose Open Deals from the views drop down.
  2. You can find your open deals listed under their respective stages (both custom and default).
  3. You can sort the deals by their value, stage, expected close date and the time when they were created and updated too.
  4. You can move them to a different stage, delete them, or mark them as Won and Lost by simply dragging and dropping the deals.

Note:
The funnel view isn't available in Sprout.