Switch Deals View

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< 1 min read

There are two ways to view the Deals section – List view and Stage view. By default, the deals are viewed in Stage view. To change the view to the List view, click ‘‘ located at the upper right corner of the Deals page.


Stage View

This is the default view of the deals with the drag-and-drop functionality where you can move the deals from one stage to another by dragging and dropping them along the sales pipeline. The Stage view breaks down the stages and statuses of your Sales Pipeline. This is helpful to see at a single glance which deals are in the specific stage of your pipeline.

saphyte deals stage view

List View

The List view displays all the deals in a tabular view. The List view is helpful when you want to see the breakdown of each detail of your deals all at once.

saphyte deals list view