Sales CRM · Feature guide

Use the deal board, list and filters

Focus the pipeline on the opportunities that need your attention.

Audience: authorised staffPermission: Sales CRM: View own deals or View all dealsReviewed 30 October 2026

Where to goSales CRM → Deals

Before you start

Use your own authorised staff account in the intended Pixie CRM workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.

Follow these steps

Select the pipeline, owner, outcome and attention filter. Use the search field to match opportunity names.
Open More filters to select a currency, expected close date range or archived records.
Choose Apply. Switch between Board and List without changing the filters.
Use Previous and Next when there are multiple result pages. Open a deal card or its name in the list for details.

Behavior and limits

Open deals is the initial outcome filter. Choose All outcomes to include Won and Lost.
The board shows stage counts for the current page; summary cards show all matches.
Amounts are grouped by currency. Values in different currencies are never added together.
An owner filter cannot grant access to another owner’s deals. View own deals remains scoped to your own records.

Check it worked

Check the result count, selected filters and page number. Compare the list and board for the same criteria.

Troubleshooting

If an older result seems absent, clear search, attention and date filters and inspect the archived records option.
If the close date range is reversed, correct the dates and apply again. On a narrow screen, scroll the board horizontally to reach later stages.