Finmo offers a lot of flexibility in regards to the deal view screen. you can choose what information is displayed, as well as how you want to filter and sort your deals. This makes it easy to quickly find the deal(s) you are looking for - you can even filter for deals assigned to specific team members!

Here is where the display, filtering, and sorting options are located in the deals view:

How to change between table view and card view (card view is generally better suited for mobile devices):

  • What table view looks like:
  • What card view looks like:

How to change the deal info displayed:

  1. When in the deal view,  click on "Choose columns" .
  2. This will open a pop-up giving you options for which info to display or hide.
  3. Select your choices.


How to sort deals

  1. When in the deal view,  click on "Sort" .
  2. This will open a pop-up giving you options by which to sort by.
  3. Select your choice.

Please note:  You can only sort by one option at a time. Once you've selected your chosen way to sort, this will become your default view going forward unless and until you change it.

How to filter deals

  1.  When in the deal view, click "Filter"
  2.  This will open a pop-up giving you options by which to filter by.
  3.  Select your choice.

Please note:  You can choose to filter by as many options as you'd like. 

Should you need further help or just want to chat or give feedback, please click on the chat bubble or email support@finmo.ca

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