Table View

Add, Edit, or Remove a Deal

1- Under the Deals tab within LionDesk, select "Table View"


To Add a Deal

1- Click on "Add New Deal"

2- A window will open

3- Fill out the information required

4- When you are done hit "Save New"

5- The new deal will appear in your table among the other deals.


Edit a Deal

1- Click on the "Edit" icon

2- A window will open

3- Make the changes you want

4- When you are done hit "Update"


Remove a Deal

1- To Delete a deal, just click on the "Remove" icon


Sort & Search a Deal


1- You can sort your deals by :

  • Team Members, Status, Value, Customer, Type, Stage, Property, Name and Expected Close.
  • To sort just click on the respective arrows next to each description.


1- You can search your deals by typing the key words in the search box


View Team Deals

To See all your team members deals

1- Switch the "Include Team Deals" icon to "YES"

2- All your team members deals will then sync in your deal list and appear in your table

Note that you can "Edit" or "Remove" your team deals.




Have more questions? Submit a request



Article is closed for comments.