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Help · CRM · Profiles

Show the deals of one profile, or of every profile

One setting decides whose deals the page shows; the panel always says which.

1 min readFor adminsIn review

In review: written from the product, not yet walked through live.

1What the page shows

In the side panel’s Overview, the line under the numbers (1) says whose deals the page shows — every profile’s, or one profile’s.
The scope line in Overview (1)

Open Deals

2Change it

Open Deals settings. Under Show deals of, pick Every profile or one profile from the list (1). The page follows at once.
The Show deals of list (1), set to Every profile

Open Deals settings

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Common questions

The page says the profile holds no deals.

The chosen profile’s people have no deal yet. Change the setting to every profile, or open the profile to add one.

Previous: Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lost · All Profiles guides

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