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View deals in multiple branches

How to view all deals, across all my branches

J
Written by Jan
Updated over a year ago

AMLHUB admins are able to view deals across all their branches to simplify management of a larger organisation.

To enable this, select the Filter icon, and the "All My Branches" option, as shown below.

With this option enabled, changing the active branch will not change the deal list view, however, new deals will still be created in the active branch.

When this option is selected it is best to also enable the display of the Branch column in the deal list view. This is accessed from the "Column" icon to the right of the search box.

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