I would like to see the deals page as a list

Edit Subject

Thanks for the feedback. You can see a robust list of deals in the Reports area (e.g. the Sales Pipeline Report) or you can build a custom report for deals in Reports. You can sort, and filter your deals as well there and go to an individual deal by clicking on the deal name.

We don't list the deals on the deals tab because in essence it would replicate all of our reporting features for deals.

You can also search for deals not only in the deals directory but also using global search (e.g. just click on the search link in the top navigation).

I would also prefer a deals tab homepage like the leads one - rather than going to a reports area. I guess duplication of a report for the starting point would be quite good, certainly better than what is there now.

I have to agree... there needs to be a way to see all leads AND deals in one place, too.

I would like a quick way to be able to see ALL accounts, and what status they are in. (deal, lead, closed, etc)

I agree... I want to see the list of deals as default view too.

I would like to see the Sales Pipeline report function like the Leads Worklist. i.e. be able to click the deal open while staying on that page, changing status, dates or amounts, without having to click through to the actual deal, and then click back to the list. Is this possible as the program is currently configured?

Add one more vote for a list-style layout for the deals page - I also think that including an option to view all/100/50/etc. leads per page would be very helpful too. (This could also be applied to the leads list page).

Having to open the reports tab...then open a custom deal report, then select a saved search/sort criteria to get at the data we need is a few too many clicks/steps imo.

Any chances to see deals listed similar to report view or leads view after clicking deal tab instead showing last deal? It's far more easier to work with a list like that (like leads).

This reply was created from a merged topic originally titled
All deals Llsted on one page - Deals Tab.

All above. Yes please!

I see this is planned, is there a roadmap or timeline for these changes?

i didnt read all the comments, but pleas make the list Editable - similar to how the Leads page is now.

YES!! It is so cumbersome to change minor details on a deal when reviewing the pipeline! Need to change an expected close date? BAM, need to do it on the deals pipeline list, and move to the one right below it.