Deal value is the potential of the deal that you strike with a company. You can use deal value as an important filter criterion to prioritize accounts. Apart from deal value, custom views can also be used to narrow your search results to yield specific accounts.
Using deal value
- You can sort accounts in the increasing or decreasing order of their deal value by clicking the open deals amount option from the Accounts list view page.
You can use the open deals amount filter to set ranges for the deal values of accounts
Select one of these conditions to set the range
All - Lists all the accounts irrespective of their deal values
Less than - To view accounts with deal values below a specific value
greater than - To view accounts with deal values above a specific value
Equal to - To view accounts with deal values that equal a specific value
not equal to - To view accounts with deal values that are not equal to a specific value
between - To view accounts with deal values that fall in a specific range of values
Is not empty - To view accounts that have a value
Is empty - To view accounts that do not have a deal associated with them
Using custom views
Freshworks CRM offers 5 default views that can be edited using different filters and saved as new custom views.
You can modify filters by changing filter criteria and also by adding new filters.
Custom views can be shared with:
Selected users, teams, and territories
Learn more about custom views.