We’ve now updated the pipeline page to ensure a more streamlined approach to how we display your deals list going forward.
This update features a fresh layout so you can clearly see the important deal information at a glance, the option to sort based on ascending / descending order, and the ability to export to Excel (along with the previous option of .CSV).
Scroll below the deal Pipeline targets section to view your Deal List. The following four elements make it easier to sort and view all deals in OnePageCRM.
To quickly view certain deal types, filter your Deal List by selecting a type from the drop down. This drop down allows you to view:
Depending on what deal information you are searching for, choose to set the sort order of your filter in your deal list by:
Clicking the name of any of these will sort your deals in either ascending or descending order.
If you wish to export your deals for further reporting, you can quickly download the data to CSV or Excel file. This export will will download the Deal List as seen on your screen (including the filters and sort order you have chosen).
If you have more than 500 Won and / or Pending deals in your pipeline and you’re making changes to those deals on this page, then you will see “Deal updated. Recalculate“. You must click on “Recalculate” in order for your changes to be reflected.
We also have an exciting new Kanban ‘drag and drop’ feature coming soon so keep an eye on our product updates page.
As with all our updates, we’re keen to hear how this helps your work flow. If you have any feedback, please comment below or contact me at firstname.lastname@example.org.