Deals / Unallocated deals page

Unallocated deals page

In the Deals app, the Unallocated pipeline is added by default, which displays a list of all deals with the New status. When the status is changed, the deal is no longer displayed on the page.

Deals are displayed as a table. This view cannot be changed.

If necessary, you can customize the columns, sort the table entries by parameters, or specify the number of rows.

To do that, click the Gear-icon icon in the upper right corner of the page and select Table Settings.

new-deals-1

Bulk actions

You can apply the following bulk actions to the deals on this page: assign several deals to a user, delete them, edit data on their pages, change their status, or move them to other pipelines.

начало внимание

Only users who have the permission to edit and delete deals can use bulk actions.

конец внимание

To use a bulk action, check the boxes next to several deals. Then, in the upper right corner of the page, click the Selected Items button that appears and select the necessary action.

Pipeline visibility

You can control the visibility of the Unallocated pipeline in the left menu. For example, you can make it accessible only to users responsible for distributing deals to sales employees.

To do this, click on the pencil icon next to its name and then on the gear icon that appears. In the opened window, specify groups and roles of users who can see the pipeline.

Read more about it in the Access settings for CRM apps article.