# Deal List (https://docs.carlio.app/docs/deals/find-and-filter-deals)

Search, filter, sort and arrange the columns of the deals list



Use the deals list to find a deal by customer, car or status and to compare deals.

**Requirements:** The **Deal Pipeline Access** permission. The **Sale Price** column and the price sorting options need **Deal Financial Access**. The **Partner** column needs **Partner Directory Access**. The **Commission** column needs **Partner Commission Access**.

## Steps [#steps]

1. Select **[Deals](https://carlio.app/dashboard/deals)** in the sidebar. The heading shows the number of deals.
2. Enter text in the search box. The box accepts a customer name, a make, a model, a VIN or a plate. The list updates after a short pause.
3. Select one or more status buttons next to **Status**. The buttons are **Open**, **Won**, **Lost** and **Cancelled**. A selected button narrows the list to that status. Select a selected button again to remove it.
4. Select **Clear** to remove every status selection.
5. Open the **Sort** menu and select an order.
6. Select **Columns** to show or hide a column.
7. Select **Previous** or **Next** to move between pages. Each page holds 25 deals.
8. Select a row to open the deal.

## Sort options [#sort-options]

| Option                       | Order                                                     |
| ---------------------------- | --------------------------------------------------------- |
| **Recently updated**         | Newest change first. This is the default.                 |
| **Least recently updated**   | Oldest change first                                       |
| **Deal number, high to low** | Newest deal first                                         |
| **Deal number, low to high** | Oldest deal first                                         |
| **Pipeline progress**        | Won deals, then Open deals, then Lost and Cancelled deals |
| **Sale price, high to low**  | Highest price first                                       |
| **Sale price, low to high**  | Lowest price first                                        |

The two sale price options appear only with **Deal Financial Access**. The headers **#**, **Sale Price** and **Updated** also sort the list when selected.

## Columns [#columns]

| Column         | Content                                                                                                 |
| -------------- | ------------------------------------------------------------------------------------------------------- |
| **#**          | The deal number. The number links to the deal.                                                          |
| **Vehicle**    | The car photo, the car name and the stage of the car. This column cannot be hidden.                     |
| **Customer**   | The customer, linked to the customer page                                                               |
| **Partner**    | The sales partner, linked to the partner page                                                           |
| **Status**     | The deal status                                                                                         |
| **Sale Price** | The agreed price. A tooltip shows the amount in the dealership currency for a deal in another currency. |
| **Commission** | The commission amount. Hidden at first.                                                                 |
| **Due**        | The expected delivery date. Hidden at first.                                                            |
| **Updated**    | The date of the last change                                                                             |

A deal without a car shows **No car attached yet** in the **Vehicle** column.

## Notes [#notes]

* A car that is **In Inventory** and on an **Open** deal shows **Reserved** under the car name. Other cars show their own stage.
* The browser remembers the chosen columns for the next visit.
* The empty list shows **No Deals Yet**. A list narrowed by search or status shows **No Deals Match**.
* The row menu offers **Open**, **Edit** and **Delete**. **Edit** appears only for team members who may change deals and hold **Deal Financial Access** and **Partner Commission Access**. **Delete** appears only for team members who may delete deals.