Deals: Overview

The Deals section allows you to run your deals inside Clockwork. As a firm owner or user within the firm, this panel gives you an overview of exactly what is happening in real time. This is your Monday morning report in a sense - no Excel reports, no cumbersome documents. This lays everything out all in one place!

A documentation of legitimate contact with decision makers at companies that you want to work with. You are able to customize the information seen within the table view format which is reminiscent to our Grid View screen.

Column Reorder, Resize & Sort
Column Reorder requires a click and hold (hold down the click button) to "grab" the column and move it. To resize the width of these columns hover over the | in the header row until you see a directional arrow, then click and drag in the direction you would like the width adjusted to.

To Sort, click the Column name in the header row. All columns are sortable except: Notes, Source, and Target People

Column Preferences
The columns listed within the table view can be configured & formatted to your needs. To do this simply click the "gear icon" then check the boxes of the items you'd like to appear as columns. If this is a view you want to return to, make sure to save your preferences by clicking the "down arrow" icon.

Table View Column Preferences
The columns listed within the table view can be configured & formatted to your needs. To do this simply click the "gear icon" then check the boxes of the items you'd like to appear as columns. The columns can also be expanded to the left & right and your settings can be saved by clicking the "down arrow" icon.

Save Preferences