Deals comes with a new look and workflow that we're excited to share with you! Our new multi-pane view allows you to quickly slide back and forth between views without losing your place on the previous pane.
Deal Panes Overview
1. New Deal: creates a new Deal.
2. Back Button: moves you back a pane.
3. Show Toolbar: gives you an option for how to sort Deals.
4. Refresh: brings you back to the default settings.
5. Expand: shows you additional details about each Deal.
6. Deal Name: click to view full Deal details in next pane.
7. Edit Deal: edit Deal information.
8. Archive/Unarchive Deal: set a Deal to be archived if you're no longer working with it and it will be removed from your list of Deals pane. If you unarchive a Deal, it will return to the list of Deals pane.
9. Delete Deal: will completely remove the Deal for good.
10. Contact name: click to view contact details in next pane.