Deals

Name Only where

Conditions read like Salesforce list filters: owner = 'me', close_date = THIS_QUARTER, amount > 5000, joined with AND or OR. Leave empty for everything.

Columns

NameOrganizationContactStageAmountProbabilityClose dateNext stepTypeSourceLost reasonOwnerAboutClosedCreatedLast changedForecast categoryExpected revenueClosedWon

Sort byNameName, highest or newest firstOrganization, highest or newest firstContact, highest or newest firstStage, highest or newest firstAmount, highest or newest firstProbability, highest or newest firstClose date, highest or newest firstNext step, highest or newest firstType, highest or newest firstSource, highest or newest firstLost reason, highest or newest firstOwner, highest or newest firstAbout, highest or newest firstClosed, highest or newest firstCreated, highest or newest firstLast changed, highest or newest firstForecast category, highest or newest firstExpected revenue, highest or newest firstClosed, highest or newest firstWon, highest or newest firstName, lowest or oldest firstOrganization, lowest or oldest firstContact, lowest or oldest firstStage, lowest or oldest firstAmount, lowest or oldest firstProbability, lowest or oldest firstClose date, lowest or oldest firstNext step, lowest or oldest firstType, lowest or oldest firstSource, lowest or oldest firstLost reason, lowest or oldest firstOwner, lowest or oldest firstAbout, lowest or oldest firstClosed, lowest or oldest firstCreated, lowest or oldest firstLast changed, lowest or oldest firstForecast category, lowest or oldest firstExpected revenue, lowest or oldest firstClosed, lowest or oldest firstWon, lowest or oldest first Who sees itThe whole teamJust me

What is being sold OrganizationNoneAcme DentalBirch LawCopperline CoffeeFernwood AccountingHarbor PhysioLakeview RealtyMaple Vet ClinicOakline BuildersPine Street BakerySummit OrthodonticsContactNoneAria NovakBen OkaforDana WhitfieldDev RamanEli VanceFinn GallagherGrace MbekiHal JensenHana BrandtInes MoreauIvy LarsenJune HalvorsenKai NakamuraLena KowalskiLucia MarshMarcus BellMilo SatoNadia PetrovNora AchebeOmar HaddadOwen BurkePaz RomeroRosa DelgadoSol FerreiraTess WardTheo LindgrenWes Calloway StageLeadQualifiedProposalNegotiationWonLostAmount (USD) Close dateOwnerSam RiveraJordan LeeCasey ParkRiley Chen Next step Notes

More details

ProbabilityTypeNoneNew businessUpsellRenewalSourceNoneWebPhoneReferralEventPurchased listOther