What is Table View in Deals?
The Table View in the Deals section provides a structured, real-time overview of all active and historical deals in your pipeline. It is designed to help sales teams quickly assess deal status, prioritize follow-ups, and make data-driven decisions—all in one place.
Key Columns in the Table View
Each row in the table represents an individual deal, while columns display key deal attributes for quick visibility and efficient tracking:
| Column | Description |
| Deal Name | The title or identifier of the deal, often named after the client or opportunity. |
| Lead Name | The name of the lead or company associated with the deal. |
| Contact Details | Contact information such as email or phone number for quick communication. |
| Value | The monetary value of the deal, typically shown in USD. |
| Close Date | The expected or confirmed closing date of the deal. |
| Next Follow-Up | The scheduled date for the next sales activity or touchpoint. |
| Deal Agent | The sales representative responsible for managing and closing the deal. |
Benefits of the Table View
- At-a-Glance Insights:Quickly assess deal progress, priority, and ownership.
- Improved Productivity: Sales reps can filter, sort, and act on deals without switching views.
- Follow-Up Management:Easily track and plan next steps using the Next Follow-Up column.
- Team Accountability:Clearly see who owns each deal and the current status.