Pursuit list

Which pursuits does this figure count?

The pursuit list shows the pursuits behind a figure you opened elsewhere: a funnel cell, a pursuit stage count, a credit gap card, a partner's roll-up line or an import. A pursuit is one partner on one deal. Your workspace may use its own word for this; see Settings, Terminology.

You reach it by clicking a figure. The line under the title says, in words, exactly which pursuits it holds, for example the pursuits that first reached Connection in FY2027 Q1 with a negative latest outcome there.

The rows

Deal, account, partner, open amount, close date, the stage and the latest outcome, and the days since anyone recorded a stage for that pursuit. Open amount is the deal's amount as of today; a deal with two partners appears once per partner.

Each row opens the deal, where the work happens.

FAQ

Can I filter this list myself?

It is the list behind one figure. To see another set, go back to the page with the figures and open a different one.

Why does it say nothing matches?

The figure you came from may have changed since. Go back to it, or open the funnel.