1 min read
Review recent opportunities
Review the latest created opportunities matching Dashboard filters.
Before you start
- Use pipeline mode.
Step by step
Find Deals Recentes (Recent deals) after applying filters.
Review title, contact, stage, value and time since creation. In All pipelines mode, also check the pipeline name.
Look for won or lost indicators when present.
Check your result
The list shows up to eight opportunities, ordered by creation from newest to oldest.
What you need to know
- The list has no pagination and does not open editing when clicked. Use the pipeline page to manage an opportunity.
- Nenhum deal encontrado (No deal found) can mean no records match the filters; check range and origin.