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- Sort by Task – sorts deals in order from rotting, overdue, due today, due in the future, no tasks
- Sort by Deal Amount – sorts by amount in descending order (highest to lowest)
- Sort by Expected Close Date – sorts by date with soonest date first
- Show Expected Close Date – toggle close date on the Card
- Switch to Prospect/Organization Name – switch between the Prospect or Organization on the Card
- Switch to Prospect/Organization Photo – switch between the Prospect or Organization's photo on the Card
Use the Deal Filter option to search for Deals using any criteria from Standard and/or Custom Deal fields:
Deal Cards
Deal Cards are a great way to make sure your Deals are getting the attention they need. Cards help you manage Deals through the task box and color coding.
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