Manage your deals view by adjusting how columns are sorted and organized.
Sorting deals
Deals are sorted by Stage by default. You can change this to view companies by other criteria:
Click any column header to sort the list by that field.
Click the header again to toggle between ascending and descending order.
Renaming or hiding columns
You can customize which columns appear in your view and how they are labeled:
Click the column header you wish to modify.
Select Rename to change the column label or Hide to remove it from your current view.
Right-click (or Command-click) any cell to open a menu for additional options, such as reporting inaccurate data.
Ordering deal columns
Rearrange the layout of your deals page to prioritize the information you need:
Click and hold a column header.
Drag the column to your desired position and release.
Alternatively, click Manage Columns to see a full list of fields.
Drag the fields within the list to update their order on the page.
