Use board and list views for deals

Open Pipelines and use the view control to move between the board and list layouts for the current pipeline.

Use the board

The board groups deals by stage. Use it to review where deals sit in the pipeline and to move a deal to another stage when that action is available.

Use the list

The list presents the same pipeline’s deals as rows. Use the page filters and available bulk actions to narrow or update a set of deals. Choose a deal to open its details.

View layout is a presentation choice; it does not create a separate pipeline or change the deal records. Use the workflows and pipeline guides for automation and stage configuration rather than treating a view switch as a workflow action.

Goliath does not currently provide a customer-facing deal-export workflow. See Exporting deals for the current limitation.