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Organize your deals pipeline

Overview

Sort, favorite, and highlight aging deals so you always see what needs action.

1. Sort by newest/oldest

1) Click the arrow in a column header.

You’ll see deals re-ordered within that column.

Sorting surfaces what you want to act on.

2. Pin priority with favorites

1) Click the star on a deal card.

You’ll see favorites stay at the top of their column.

Favorites keep critical deals visible.

3. Configure aging alerts

1) In Settings > Deals, set Aging Alert.

You’ll see deals highlighted with an orange stripe after inactivity beyond the threshold.

Aging helps you rescue stalling opportunities.

> Tip: Move a deal to any stage to reset its red aging counter; total days per stage are still tracked on the deal.

Related KB articles

Configure Deals pipelines and settings

Search and filter the deals pipeline

Close, Archive, and Reopen Deals

Mobile app — Deals and Tasks

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