A Deal View, when displayed as a List, can be grouped by any field in a workspace.
Group deals by any field using the dropdown at the bottom of any Deal View when displayed as a List. This feature allows users to create flexible Deal Views and view data in a variety of ways rather than simply grouped by status or phase.
💡 Things to Consider
Changes made to the Deal View are not user specific. Changes made to the "Group By" dropdown will be visible to everyone who has access to the view.
The order of the Deal Status options is reflected in the order that the statuses appear in Deal Views.
⚙️ Steps
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Navigate to a Deal View. The deal view must be displayed as a List.
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Find the "Group By" dropdown at the bottom of the List View. This will only be visible to users who have the "Control View Settings" permission enabled.
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Select the dropdown to view a complete list of workspace fields.
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Select a field. The deals will be re-sorted to group by the field selected. This is a preview of how the deals will be arranged.
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Select "Reset" to revert back to the original field. Only the user can see this preview.
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Select "Save" to update the field and change the view default for everyone who has access to the view.
