The experimental Deals page is turned on or off from Settings Stages. You must have permission to change workspace settings.
Turn on the Deals page #
- Open the PloverCRM Web Dashboard.
- Select Settings from the left navigation.
- Open Stages.
- Locate the Experimental Deals page setting.
- Turn the setting on.
- Return to the main navigation.
- Select Deals.
When the setting is enabled, PloverCRM adds Deals to the navigation for users who have the required deal permission. The Deals page displays the available pipeline and groups deals by their current stages.
Turn off the Deals page #
- Open Settings.
- Select Stages.
- Locate Experimental Deals page.
- Turn the setting off.
- Return to the main navigation.
The Deals page is hidden or shows that the feature is disabled. Turning the page off does not delete leads, deals, pipeline stages, or deal values. It only disables access to the experimental Deals workspace.
What happens to existing data? #
Disabling the page does not remove existing deal information. Existing deal stages and values remain associated with their leads and can continue to be used by other CRM features that have access to them.
If you enable the page again later, the existing deal information should be available again, subject to the user’s permissions and the current workspace configuration.
If the setting is missing #
If Experimental Deals page is not visible under Settings → Stages, you may not have permission to change that setting. Ask a workspace administrator to review your access.
If Deals does not appear after enabling it #
Check the following:
- The setting was saved successfully.
- Your role includes permission to read deals.
- A pipeline is configured for the workspace.
- You are viewing the correct workspace.
- The page has been refreshed after the setting changed.
