List View

The default view of the Pipeline module is the List view. The following details pertaining to deals are visible in List View:

• Deal Code
• Deal Name
• Deal Stage

Following actions can be performed by an AIF user in list view page:

1. To search a deal 

• Search: Click on Search icon to search a specific deal.
• Advanced Search: Click on Advanced Search icon to search a specific deal using advanced search options.

2. To filter the deals based on certain parameters, click on the Filter icon and define the custom view.