Deals / All deals

All deals

The All pipeline displays the deals available to the user from all pipelines. The deal entries are shown 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.

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.

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Pipeline visibility

You can limit the visibility of the All pipeline in the left menu. For example, to make it available only to the heads of sales groups created in the company.

To do this, next to the Unallocated group, click the pencil icon. Then select the gear icon that appears next to the All pipeline and specify the user groups and roles that will be able to see it.

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