Filter Active deals in Deals management configuration
Filter Active deals in Tasks section includes all the deals and activities within them:
- 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.