Manage My Deals
View active deals and marketplace workflows, switch between board and list views, and filter work by owner, client, supplier, status, type, stage, or date.
Introduction
This video shows how to use My Deals in Einsys to manage active deals, marketplace workflows, internal tasks, and follow-up from one connected workspace.
What the video shows
- Open My Deals.
- View active deals and marketplace workflows in Board View.
- Switch between task owners to see work assigned across your team.
- Use filters to find deals by client, supplier, date, type, status, work category, or stage.
- Switch to List View to manage the same work in a table.
- Use the search bar and date filters to find specific deals or tasks.
- Open the relevant deal or task to continue the workflow.
The Board View gives a clear overview of what is active and what needs action. List View gives a more detailed table for searching, filtering, and reviewing deal information.
Why this matters
My Deals keeps commercial work, internal tasks, marketplace workflows, and follow-up visible in one place. Your team can see what is moving through the business, who owns the work, what needs action, and what stage each deal or task is currently in.