Working With Your Deals

In this article

Filtering Your Deals

You're able to filter your Deals by clicking on the Add a Filter button and selecting the checkboxes that you want to see in your results set.

You can add more than one filter to your results set by clicking on the new Add a Filter button that appears each time you select a filter option. Then filter the data grid.

Saving a Filter

Once you've filtered your Deals you can save that filter so you can get to it very quickly and easily in the future. 

1. Click on the Save As button.

2. Give your filter a name and then click Save.

Loading a Filter

Now that you've saved your Deals filter you can load it again very easily.

1. Click the Load button to show a list of your saved filters.

2. Click on the filter you want to load.

3. Your filtered Deals will now load in the table or board for you.

Changing Your Deal Statuses

In Campus, Deals move through Stages to signify that an opportunity is moving towards closing. You're able to progress your Deals through your pipeline in a few ways:

From the Deals Board

To transition a Deal from one stage to another you can click, drag, and drop it.

You'll notice that when you move the Deal the 'total' value of the column value updates.

Moving More Than One Deal

Moving multiple Deals at once is very easy. Simply hold down the  Shift button on your keyboard and click on any number of Deals to select them (they will turn a highlighted grey). You can now drag and drop them all at once to the Stage of your choice.

Another way to move multiple Deals is to click on the three dots button in the column header and choose Select All.

This highlights all the Deals in that column and enables you to drag and drop them all at once. You can then hold down the Shift button on your keyboard whilst clicking on any Deals that you wish to deselect.

From the Edit a Deal Pane

You can change a Deal's Stage in the Edit a Deal pane. Click on the Deal and the detail window will slide in from the right. Scroll to the bottom and choose Edit. Simply click on the Stage dropdown and choose the stage you want to transition it to.

From the Deal View Page

You can change a Deal's Stage in the Deal View pane. Click on the Deal and the detail window will slide in from the right. Scroll to the bottom and choose View. Simply click on the Stage dropdown and choose the stage you want to transition it to.

Adding Notes, Calls, Emails, and Tasks to Your Deals

When you're viewing your Deal you can add notes, log calls, send emails and create tasks all from the Deal's page, just like you can from any contact or organisation page.

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