CRM > Deals / New deals page

New deals page

When you create a new deal, it appears in the selected pipeline and also on the New page. The counter next the page name shows the number of deals that are currently on the first stage of all the pipelines.

The deals on the page are displayed as a table. This layout cannot be changed. You can sort the table entries by parameters and customize the columns by selecting the app item properties to display. To do that, click the gear icon in the top right corner of the page and select Table settings.


Bulk actions

You can apply the following bulk actions to the deals on the New page: assign and re-assign, edit the item fields, change status and move to other pipelines.

начало внимание

Only users who have Edit and Delete permissions can use the bulk actions. Read more in the Access Settings in the CRM Workspace article.

конец внимание

To apply a bulk action, check the boxes for two or more deals. In the upper right corner of the page select one of the available actions.


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