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Use the Deal Filter option to search for Deals using any criteria from Standard and/or Custom Deal fields:
Bulk Actions
You can use Bulk Actions to edit multiple Deals at the same time. First, set your view to Table View (see above). Then, use the checkbox in the top-left corner to select the appropriate Deals and action.
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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