- Support Site
- Deals
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.
⚙️Steps
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Select the deal(s) within the Static View.
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An "Update Selected" button will appear. Select "Move Views"
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Select the correct Static View from the dropdown. If the layout should also be changed, it can be changed during this step.
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Select Save and the deal will be moved.