Move a Deal to a View

Select a deal to move it to a different view.

Deals can be moved between views as needed. 

💡Things to Consider

Deals cannot be moved to a views if the status of the deal is disabled in that view.

Review which deal statuses are enabled per view in the Dropdowns section of Settings. dropdowns

⚙️Steps

  1. Select the deal(s) within the Static View.select deals

  2. An "Update Selected" button will appear. Select "Move Views"move views

  3. Select the correct Static View from the dropdown. If the layout should also be changed, it can be changed during this step.move view form

  4. Select Save and the deal will be moved.

     


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