# A guide to your deals home In HubSpot, you store and manage information on ongoing sales transactions with potential customers in your deal records. A deal is tracked through pipeline stages until the deal is won or lost. Your deals home is where all your deals are displayed. You can: * have an overview of your deals in [a table format](#customize-the-table) or [a kanban board format](#customize-the-board); * quickly [filter deals based on their property values](#filter-your-deal-records-based-on-their-property-values); * [create and save views](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views) that show only deals that meet a certain criteria; and * [bulk edit deals](https://knowledge.hubspot.com/contacts/how-can-i-bulk-edit-contacts-companies-deals-or-tasks), including deleting them. Learn more about managing your [contacts](https://knowledge.ostsdigital.com/hubspot-crm/contacts/a-guide-to-your-contacts-home), [companies](https://knowledge.ostsdigital.com/hubspot-crm/companies/a-guide-to-your-companies-home), and [tickets](https://knowledge.ostsdigital.com/hubspot-crm/tickets/a-guide-to-your-tickets-home) in their respective homes. ## Manage your deals * In your HubSpot account, navigate to **Sales** > **Deals**. * In the upper right: * **Actions:** click to make changes to your deals. * **Edit properties:** select to edit your deal properties. Learn more on [managing your properties](https://knowledge.ostsdigital.com/hubspot-crm/contacts/manage-your-properties). * **Restore deals:** select to [restore certain deleted deals](https://knowledge.hubspot.com/contacts/restore-deleted-contacts-companies-deals-or-tickets). Only users with [*Admin* access](https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-roles-guide#admin) or [add and edit users ](https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-roles-guide#admin)permissions can use the recycle bin. * **Add pipeline automation:** select to [automate tasks when a deal moves to a new stage](https://knowledge.hubspot.com/deals/automate-tasks-on-deal-stages), only if your account has access. * **Import:** click to [import records](https://knowledge.ostsdigital.com/hubspot-crm/contacts/import-contacts-companies-deals-tickets-products-or-notes). You can import new records, import to bulk update existing records, or import to bulk associate records. * **Create deal:** click to [manually create a new deal](https://knowledge.ostsdigital.com/hubspot-crm/deals/create-deals). ![](https://cdn2.hubspot.net/hub/2832391/hubfs/Sales/Deals/manage-your-deals.png?t=1583312610116\&width=860) You can also [export your deal records](https://knowledge.hubspot.com/contacts/export-contacts-companies-deals-or-tickets). ## View your deals * In your HubSpot account, navigate to **Sales** > **Deals**. * By default, your deals will be displayed in a table. By default, they will be sorted so the most recently created deal will be at the top. * To locate a specific deal, you can enter a **search term** in the search box under the tabs. * To record or retrieve information on a deal, click its **name** to access the [deal record](https://knowledge.ostsdigital.com/hubspot-crm/deals/work-with-your-deal-records). ### Customize the table Customize the table where your records are shown. * If you're in the board view, to switch to the table view, click the listView **table icon** in the upper left. * To edit the properties shown in the table, click **Edit columns** on the right. In the dialog box: * On the left, select the **properties** you want to appear in the table. * On the right, drag and drop **properties** to arrange them to how you want them to appear in the table. Click **x** to remove a property. * Click **Save**. * To sort your records using property values, click the **property name** at the top of the table. * To resize your columns, click, hold, and drag the **edge** of the column to your preferred size. * To re-arrange your columns, click, hold, and drag the dragHandle **handle** of the column to your preferred area. You can also [bulk edit your deals](https://knowledge.hubspot.com/contacts/how-can-i-bulk-edit-contacts-companies-deals-or-tasks) using the table. ### Customize the board * To switch to the board view, where you can see records in [each pipeline stage](https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages), click the grid **board icon** in the upper left. In the board view, you can only view deals of a specific [deal pipeline](https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages) and not across all pipelines, because the stages can be different. * To sort the records within each stage, click **Sort** in the upper right. In the dialog box, click the **Priority** dropdown menu and select the **property** to sort by, then click the **Sort by** dropdown menu to determine the order. ![](https://cdn2.hubspot.net/hub/2832391/hubfs/Sales/Deals/sort-deals.png?t=1582702074432\&width=400\&name=sort-deals.png) * To update the pipeline stages, click **Edit stages**. This will bring you to the [deal settings](https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages). * Drag and drop **records** to change the records' pipeline stage. * Click a **record** to view and work with it quickly in the right panel, and click the record's **name** to [work with the deal record](https://knowledge.ostsdigital.com/hubspot-crm/deals/work-with-your-deal-records) fully. ### Filter your deal records based on their property values You can further filter the deal records in the table or board, even when you're in a view. * To view deals from a specific pipeline, click the first **dropdown menu** at the top of the page and select the **pipeline** you want to view. In the board view, you can only view deals of a specific [deal pipeline](https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages) and not across all pipelines, because the stages can be different. * Click the default **property** dropdown menus (*Deal owner*, *Create date*, *Last activity date*, *Amount*) and select the values that you want the displayed deals to have. * For other properties, click **More filters** and in the right panel, search for and click the property. Learn how to [set up your filter](https://knowledge.hubspot.com/lists/determine-your-list-criteria#contact-company-or-deal-properties). ![](https://cdn2.hubspot.net/hub/2832391/hubfs/Sales/Deals/deal-filters.png?t=1583391043732\&width=860) * If you are currently in the *All deals* tab and already set up filters, you can save this set of filters as a view. In the bottom left, click **Clone** and in the dialog box, enter a **name** for the view and click **Save**. * If you're in another view, you can click **Save** in the bottom left to update the view's filters. You can also [export deal records that meet the filters](https://knowledge.hubspot.com/contacts/export-contacts-companies-deals-or-tickets). ### View a specific subset of your deal records You can save [sets of filters as a view](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views), so you don't have to set them up again, and access them through the tabs in your deals home. * To change views on the deal records: * In the table format, click the **tab** that you want to view. * * In the board format, click the second **dropdown menu** at the top of the page and select the **view** you want. ![](https://cdn2.hubspot.net/hub/2832391/hubfs/Sales/Deals/deal-filters-views-in-board.png?t=1583391043664\&width=860) * To add a new view: * In the table format, click **Add view** to [add a view](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views). * In the board format, click the second **dropdown menu** at the top of the page and select **Create new view**. * To view all available views for your user: * In the table format, click **All views**. * In the board format, click the second **dropdown menu** at the top of the page and select **All views**.