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Deals
Learn more about Deals, List Views, and Deal Level tabs
- What are Deals?
- Add a Deal
- Add a Property to an Existing Deal
- Add a User to a Deal View or Deal
- DocMerge for Word / PDF Documents
- Move a Deal to a View
- Add or Edit Compsets to Deal Insights
- Deal Insights Tab
- Export a Layout Tab to PDF
- Log an Engagement from the Contacts Tab in Deals
- Edit Layout of Deal Grid View
- Bulk Edit Deal Fields
Deal Configurations
- Add or Rename a View Group in Deal Tab
- Add or Edit Static and Dynamic Views
- Add or Remove Deal List Columns
- Grouping Deals - "Group-By" in List View or Kanban View
- Add or Edit Deal Layout Templates
- Add Tabs to Deal Layout Templates
- Add a Table Panel to Deal Layout
- Edit 'Add Deal' Form
- Add a Time Series Panel to Deal Layouts
- Add or Remove Custom Fields to Offer Panel