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Goliath Data

Use the Deals Workspace

The current Create Deal dialog.

The current Create Deal dialog.

What the Deals workspace shows

Section titled “What the Deals workspace shows”

Pipelines shows the selected pipeline in either Board or List view. The board groups deals by stage; the list shows the same pipeline in a table. Each stage has its own deal count and value total. Use the pipeline sidebar to change the selected pipeline.

Work a pipeline

Section titled “Work a pipeline”
  1. Select Pipelines in the sidebar.
  2. Choose the pipeline you need from the pipeline sidebar.
  3. Use search or filters to narrow the visible deals.
  4. Select Display to switch between Board and List. In List view, Display also controls visible fields.
  5. Open a deal to review or update it.

Use My deals to focus on your own work or All deals to see the broader pipeline. For a multi-deal action, point at a deal and check its checkbox; the selection bar at the bottom supports bulk edits, workflow runs and archiving.

Move a deal between stages

Section titled “Move a deal between stages”

Drag a card to another stage in Board view, or change the deal’s Pipeline and Stage from the opened deal. A deal has one current pipeline and one current stage.

Section titled “Related guides”