Deals · How-to
Search, filter and export deals in the list
See your deals as a table, find one by title or client, narrow the list by status, pipeline or your own fields, and download it as a spreadsheet.
Switch to the list
On Deals, choose “List”. Each row shows the deal, its stage, amount, client, expected close and status.
Search
Type in “Search deals…”. It looks at the deal’s title and at the client’s name and company.
Filter and sort
Pick “Open”, “Won” or “Lost” in the status menu, or “All statuses” for everything. With more than one pipeline, the menu beside “Board” and “List” shows “All pipelines” or just one. Your workspace’s own deal fields appear as filters too. The sort menu orders the list “Newest first”, “Oldest first”, “Highest amount”, “Lowest amount” or “Title A–Z”.
Open a deal
Click a row to open the deal’s page.
Export
Press “Export” to download your deals as a CSV spreadsheet. It holds every deal your role lets you see, not only what your search or filters show, and needs a role that may export.
Common questions
- Can I send a colleague the list I am looking at?
Yes. The view, the pipeline, your search, filters and page are part of the page’s address, so a refresh or a link shows the same list, as far as your colleague’s role lets them see it.
- Can I see deals as a list on the phone?
Yes: choose List in the Deals tab. Search, then Filters for the status, the stage and your custom fields, and the sort: Newest first, Oldest first, Highest amount, Lowest amount or Title A–Z. On an iPad the list sits beside the deal.
Read next
Move deals across the board
Drag deals from stage to stage, read what each stage is worth, switch between pipelines, and say why a deal was lost as you drop it.
Win or lose a deal, and reopen it
Close a deal as won or lost, keep a one-line reason for a loss, and bring a deal back if the work comes alive again.
Export your data
Download one kind of record as a CSV file, or prepare a ZIP of everything in your workspace.
More in Deals
Open in Setvos
Signed in? This article is also in the Help menu of the app.
Still stuck?
Tell us what you were trying to do — we answer in chat, in six languages. Write to us
Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.