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Active vs. Inactive Deals

A brief explanation of how to view your Deals

Todd Collins avatar
Written by Todd Collins
Updated over 3 years ago

On your main DEALS screen, you may choose to view ACTIVE Deals: deals in active sales stages: Qualifying, Negotiation, Trial Shipment, Final Negotiation.

Or you may view INACTIVE DEALS: WON, LOST or STALLED Deals.  

You may also go to REPORTS and run a Report for WON, LOST or STALLED Deals.

Here now, a short video overview of Active vs. Inactive Deals:

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