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Deals in Freshsales can be viewed in two different and equally important views - the Funnel view and the List view.


Funnel view

 


  • Displays the deals according to their stages in the sales pipeline.
  • You can drag and drop fields to move them across stages.
  • You can switch between different pipelines and view the progress of deals in that pipeline.
  • You can choose a particular Owner in your team and have a look at their pipeline separately.
  • You can find the number of deals and the sum total of the deals’ value in each stage - This helps you get a picture of the progress of the deals.
  • You can also sort your deals by their stage, pipeline, owner, expected close date and the time when they were created and updated.
  • However, you cannot apply filters to the deals when you’re viewing them in the Funnel view.


List view



  • Displays the deals as a list that can be sorted by their deal value, pipeline, stage, type of business, expected close date and the time when they were created and updated.
  • You can further narrow your list by using a combination of filters, custom views or both.
  • You could also add filters of your choice and save them as custom views that can be used in future.
  • Deals can be updated and deleted in bulk when you view them as a list.


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