1. Click on 'Sales List'
2. You Will Have Access to Your Sales Pipeline in a List
3. You Can See Your Total Deals
4. You Can See Your Total Value
5. You’ll Have Fast Actions:
If you want to know How to Create a Proposal, Click Here.
If you want to know How to Schedule an Appointment, Click Here.
If you want to know How to Create a New Lead, Click Here.
If you want to know How to Send the Booking form, Click Here.
6. You’ll Have Access to Your Filters
If you want to know How to Use the Filter Preset, Click Here.
If you want to know How to Filter by Salesperson, Click Here.
If you want to know How to Filter by Labels, Click Here.
If you want to know How to Filter by Lead Source, Click Here
If you want to know How to Filter by Created Date, Click Here.
If you want to know How to Filter by Changed Date, Click Here.
7. You Can Also Search, Filter by Deal Stage, and Choose How Many Deals You Want to See
8. You Can Also Sort by Label, Customer Name, Lead Source, Deal Name, Deal Stage, Deal Amount, Last Change, Deal Age or Salesperson
