A Deal View, when displayed as a List, can be grouped by any field in a workspace.
📑Learn To:
💡 Things to Consider:
Grid View will auto-group by status. There is currently not a way to change the group-by setting in Grid View. 
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 grouping order of select fields like Deal Status is determined by the order of the dropdown options in settings.
- Deal Status order is set in Settings > Dropdowns > Deal Status
- Custom Field select fields are ordered in Settings > Fields > Deal Fields
Group By in List View
"List View" mode allows users to group deals by any metric.
⚙️ Steps
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Navigate to a Deal View.
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The deal view must be displayed as a List. Select "Group By" in the view header.
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Select the dropdown to view a complete list of related deal fields.
- Select a field, then select "Apply" to apply the grouping.
- Select "Save" at the bottom to save the view for the workspace. If you do not select "Save" when you navigate away from the page, the changes will revert back.
- List view allows you to add multiple group options. To add a second group-by option, select "Add Group By" then follow the same steps above.
Group By in Kanban View
Kanban Group By will only display fields that are configured as "Dropdowns" or "Select" field Types.
⚙️ Steps
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Navigate to a Deal View.
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The deal view must be displayed as a Kanban. Select "Group By" in the view header.
- Select a field from the list. Only one option may be selected at a time.
- Select "Save" at the bottom to save the view for the workspace. If you do not select "Save" when you navigate away from the page, the changes will revert back.
