Who can use this
- Sales reps, account owners, managers, RevOps, and admins working from pipeline and account context.
Before you start
- Connect CRM and complete field mapping before relying on CRM writeback.
- Check pipeline, view, filter, ownership, and record matching before assuming a record is missing.
- Confirm Deals access is enabled for your workspace; contact your admin or Ergo support if you do not see it.
Steps
- Use the top selector to choose a CRM pipeline or Companies.
- Use view tabs for Ergo View, Deals, This Week, Follow-Ups, reminder-oriented views when enabled, or saved custom views.
- Switch between kanban and list when you need a different layout for the same scope.
- Check URL parameters and active filters before sharing a board state.
What to expect
- Choosing Companies switches from deal-pipeline controls to the company board.
- Built-in views can have stored preferences for board or list layout.
- Custom views can persist filters, view type, hidden stages, and layout choices.
Common issues
- The selected pipeline does not contain the record.
- The selector is on Companies, not a deal pipeline, or the reverse.
- A custom view or built-in tab is applying filters you did not expect.