In this step-by-step Academy On-the-Go video, join Senior Professor Brenna Zenaty ( @BZenaty ) as she guides you through mastering your Deal Index page. You will learn exactly how to:
- Filter Data: Effectively group and narrow your deals data to display only the records most important to you or your team.
- Save Custom Views: Save your favorite filter settings to create custom views for swift access to routine tasks and smoother daily workflows.
- Navigate: Switch easily between the list view (table format) and the board view (visual pipeline management) to manage your deals efficiently.
Stop scrolling through messy lists and start closing deals with speed and precision today!
Watch the full guide now! HubSpot Academy