List View

The default view of the deal pipeline window is the List view.  The following details pertaining to deals are visible in List View:

• Deal Code
• Deal Name
• Deal Stage

An AIF user can perform the following actions in list view:-

1. Searching 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.