Filter Active deals in Deals management configuration

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Filter Active deals in Tasks section includes all the deals and activities within them:


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  • By default deals and activities within them are displayed in the tree structure: activities are inserted into deals. You can change the display mode
  • The list also shows deals requisites (Status, Sum). You can display other necessary parameters in this list
  • Filter Active deals can be customized as any other task filter - you can add conditions, sorting, and grouping.


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