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How can I see my lost or won deals?

Giedre -

Your sales pipeline contains only active Deals, which are not closed yet. To see your won or lost deals follow these easy steps:

1. Navigate to Teamgate Deals tab.

2. Select "List" view from the right options.



deals-sales-pipeline-list-view-teamgate.png

 

3. Click on the filter icon.

4. Select "Won" or "Lost" from filter's "Status" menu and click the "apply button.

 

 

 

Note: If you'll select "Pipeline" view with selected status options, this selection will be inactive and active again, if you'll re-select the "List" view.

 

 


 

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