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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 view 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. deal-dropdown-status

⚙️Steps

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

  2. An "Update Selected" button will appear. Select "Move Views"deal-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.select-new-view

  4. Select Save and the deal will be moved.