--- title: Manage Deal description: Manage Deal --- [Skip to content](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#main-content) English Show submenu for translations ![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@b2brocket.ai) [Contact us](mailto:support@b2brocket.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en) 2. [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) # Manage Deal Users can quickly view, edit, or delete deals directly within the pipeline, helping keep the sales process organized, up-to-date, and easy to manage. In this documentation, we will explore the steps to: - [Navigation](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#Navigation) - [View a Deal](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#View-a-Deal) - [Edit a Deal](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#Edit-a-Deal) - [Delete a Deal](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#Delete-a-Deal) - [Rearrange a Deal](https://help.b2brocket.ai/manage-deal-b2b-rocket-help-center#Rearrange-a-Deal) Let’s get started🚀 ### Navigation **Step 1:** Log in to your account and click the **Deals** icon on the left-side navigation menu. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXctdMwX4Gb7pPeEPEXRVgQtZOHH1_Y0mScld3o6tlkLkR4xVtI8sW841gBIRllMsefCMOfhOwPZ4tS1GeS5HsYoDyBmHJdQ5R-FcvUwYaFFIhfFKbfetpNltQNt0WAjpj8E3h2W.png?width=1600&height=729&name=AD_4nXctdMwX4Gb7pPeEPEXRVgQtZOHH1_Y0mScld3o6tlkLkR4xVtI8sW841gBIRllMsefCMOfhOwPZ4tS1GeS5HsYoDyBmHJdQ5R-FcvUwYaFFIhfFKbfetpNltQNt0WAjpj8E3h2W.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637463462/293d6187abbdf24963bddbaa31d5/AD_4nXctdMwX4Gb7pPeEPEXRVgQtZOHH1_Y0mScld3o6tlkLkR4xVtI8sW841gBIRllMsefCMOfhOwPZ4tS1GeS5HsYoDyBmHJdQ5R-FcvUwYaFFIhfFKbfetpNltQNt0WAjpj8E3h2W?expires=1761286500&signature=c9c1cd43fb11def32b2979452dd020b928c75081b859bf44fd86943d698a1985&req=dSYkEc14noVZW%2FMW1HO4zeoJfx4iwIP1SwLpnejG4bJcSNkiVye2c7vlm1ls%0ADSSzjFslkPjBp%2F6loAI%3D%0A) The Deals board will appear, showing all existing columns and deals. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfGuMdJsxS1qO7j9zxL3ytce7UaoPaUFmH8CrSv-CTLPZCfxvev5_eiDlE2-x-e_tpqiYDuRsnnBiQ4dIEedCiYq64eh-oc15nKFXsZ0ExrYJwElBv_JiNU53p54CphKf1zo73H.png?width=940&height=420&name=AD_4nXfGuMdJsxS1qO7j9zxL3ytce7UaoPaUFmH8CrSv-CTLPZCfxvev5_eiDlE2-x-e_tpqiYDuRsnnBiQ4dIEedCiYq64eh-oc15nKFXsZ0ExrYJwElBv_JiNU53p54CphKf1zo73H.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637463459/3e20b2fc891af204248c996ef1b1/AD_4nXfGuMdJsxS1qO7j9zxL3ytce7UaoPaUFmH8CrSv-CTLPZCfxvev5_eiDlE2-x-e_tpqiYDuRsnnBiQ4dIEedCiYq64eh-oc15nKFXsZ0ExrYJwElBv_JiNU53p54CphKf1zo73H?expires=1761286500&signature=bbbf57efd883bfceea382b35804f334ae70dd0e88615ecb55ed1d01e0125e5cb&req=dSYkEc14noVaUPMW1HO4zbhwoWCuw4PnnbmtvdqXjoWXV9WizHLvcMcwCSgf%0AQ9sS%2B1Oxa9mcWxltsmk%3D%0A) **Step 2:** Go to the column where you want to manage the deal (e.g., Interested, Meeting Booked, etc). [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdVpv6Yu9G0zYnTfoG5y6pTQil9NcPCP0tjX9vrQzT5h6oamNDGRWzKeZu461c-hUmrNh00anO37w3Rk1FKYAluZVmSrMewThSsReqYQRPWrvDfDzETAJfwgmSmZlcsY3jgXnuboA.png?width=1600&height=715&name=AD_4nXdVpv6Yu9G0zYnTfoG5y6pTQil9NcPCP0tjX9vrQzT5h6oamNDGRWzKeZu461c-hUmrNh00anO37w3Rk1FKYAluZVmSrMewThSsReqYQRPWrvDfDzETAJfwgmSmZlcsY3jgXnuboA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637463463/9a0a5211a35a3942508a8741b265/AD_4nXdVpv6Yu9G0zYnTfoG5y6pTQil9NcPCP0tjX9vrQzT5h6oamNDGRWzKeZu461c-hUmrNh00anO37w3Rk1FKYAluZVmSrMewThSsReqYQRPWrvDfDzETAJfwgmSmZlcsY3jgXnuboA?expires=1761286500&signature=195f018a6ecdf38ab4dad175ff94bd17446ae01ee7d7b8245da68d50b8de8b05&req=dSYkEc14noVZWvMW1HO4zeJVgV5POUA%2B7iOuqbjLsA1eTanPqJL%2FTCgKpw5d%0AGZiL9ObfWfxeX5XH15I%3D%0A) ### View a Deal Quickly preview key deal information like email, secondary email, notes, and date without making any edits. **Step 1:** Click the **three-dot menu** (︙) on the deal card you want to view. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfcxTI7fftGtjgLvQypOpURPfqdPEiGVwOznm5AqTn5YIhiLZlEe02FiijBDYQI_H_nrhbUFdx9DoeqVMa7JyhW5UzcmzISy5a6cOHdzAenJMADqbwfdWicSy6vj77GeXOWPPEL-g.png?width=1600&height=727&name=AD_4nXfcxTI7fftGtjgLvQypOpURPfqdPEiGVwOznm5AqTn5YIhiLZlEe02FiijBDYQI_H_nrhbUFdx9DoeqVMa7JyhW5UzcmzISy5a6cOHdzAenJMADqbwfdWicSy6vj77GeXOWPPEL-g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637463468/9a8f2cdbe000a666b632f2dcba42/AD_4nXfcxTI7fftGtjgLvQypOpURPfqdPEiGVwOznm5AqTn5YIhiLZlEe02FiijBDYQI_H_nrhbUFdx9DoeqVMa7JyhW5UzcmzISy5a6cOHdzAenJMADqbwfdWicSy6vj77GeXOWPPEL-g?expires=1761286500&signature=94403d58f3029bfb685dc975485093d12766e98bbecaa77bb9d6eb391c426f0d&req=dSYkEc14noVZUfMW1HO4zdxkJAzvDT7wBN3m5PHHMluKwr%2F8koQmbcQ9lnan%0AsvJtzt%2FIqDyYN9wsz2U%3D%0A) **Step 2:** Select **View** from the dropdown. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcdgXFI1NKoQK0tgCt-J2E9e-jqjA6qzW9ZHDd6i5SqYDPQJ8e2BtCmWNPWjqiHBpvQVi20-mm8D6PvwOcIcWwzl646vxCjBqfAzZZscpfNHj3hYJD0RFU1gJVT-dJqkkhr90mHrQ.png?width=1600&height=735&name=AD_4nXcdgXFI1NKoQK0tgCt-J2E9e-jqjA6qzW9ZHDd6i5SqYDPQJ8e2BtCmWNPWjqiHBpvQVi20-mm8D6PvwOcIcWwzl646vxCjBqfAzZZscpfNHj3hYJD0RFU1gJVT-dJqkkhr90mHrQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464600/55e02ef61431c63c219f6f0f0fec/AD_4nXcdgXFI1NKoQK0tgCt-J2E9e-jqjA6qzW9ZHDd6i5SqYDPQJ8e2BtCmWNPWjqiHBpvQVi20-mm8D6PvwOcIcWwzl646vxCjBqfAzZZscpfNHj3hYJD0RFU1gJVT-dJqkkhr90mHrQ?expires=1761286500&signature=f6da4bc5ea29e33645d0ee10e347485dfaa9e5799f2c517a43bbc2ad16a18c9e&req=dSYkEc14mYdfWfMW1HO4zTgh2%2FaXLGKH8sop6ty4KvipB%2Bp8u21G55wfui26%0AqINjsBvG4oZRWzTsOLs%3D%0A) **Step 3:** A preview window will appear showing the email, secondary email, and date; click **Close** to return. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfqXseRvwnYoUjEQHXx2g5ouOOoYV8vFgfDO3Jro3_O3T4AuKQbJc7v0uu_E5x8J4lrarwpZRYSWEk2k5u3pxFot2JRlusErgY18s5ayncqjTSQpZJV1oyjJXQbEqyJR07pk063fA.png?width=664&height=258&name=AD_4nXfqXseRvwnYoUjEQHXx2g5ouOOoYV8vFgfDO3Jro3_O3T4AuKQbJc7v0uu_E5x8J4lrarwpZRYSWEk2k5u3pxFot2JRlusErgY18s5ayncqjTSQpZJV1oyjJXQbEqyJR07pk063fA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464595/21dad1a48d5a908c37652a1a5d3e/AD_4nXfqXseRvwnYoUjEQHXx2g5ouOOoYV8vFgfDO3Jro3_O3T4AuKQbJc7v0uu_E5x8J4lrarwpZRYSWEk2k5u3pxFot2JRlusErgY18s5ayncqjTSQpZJV1oyjJXQbEqyJR07pk063fA?expires=1761286500&signature=2cda64b432918ca9bfc83469a5e1a4bfd7032c7dd881a85d1b14ca28a9a5d8d0&req=dSYkEc14mYRWXPMW1HO4zb%2FN5Am4In6uaisoTOYQNuuR6vd8eS8wHsgVuigI%0AF5utmkeunaI5OL3YseY%3D%0A) ### Edit a Deal Make changes to existing deal details like email, notes, or status to keep your pipeline accurate and up to date. **Step 1:** Click the **three-dot menu** (︙) on the deal card you want to view. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXd-86Kq6dRB6lJCsDoNsa3YANp2IVu0wdc9RFXH2Nkqg-5loffpB1XrMV4PBWcNGHQGQXON1m18x0czcQEURHCujvjyG0EspLEL8DzGzQmi0l6J72zFSb5YVOm8Hr_Q5yWs4A0DUg.png?width=1600&height=727&name=AD_4nXd-86Kq6dRB6lJCsDoNsa3YANp2IVu0wdc9RFXH2Nkqg-5loffpB1XrMV4PBWcNGHQGQXON1m18x0czcQEURHCujvjyG0EspLEL8DzGzQmi0l6J72zFSb5YVOm8Hr_Q5yWs4A0DUg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464599/4a398ebbf8940d0de5c91bc0da6e/AD_4nXd-86Kq6dRB6lJCsDoNsa3YANp2IVu0wdc9RFXH2Nkqg-5loffpB1XrMV4PBWcNGHQGQXON1m18x0czcQEURHCujvjyG0EspLEL8DzGzQmi0l6J72zFSb5YVOm8Hr_Q5yWs4A0DUg?expires=1761286500&signature=717043c3e25783290b29f0e56ed0189711ba21ceb812cbd76d7b3be2dcf8e69e&req=dSYkEc14mYRWUPMW1HO4zXk7KeeZOqZE%2FsKOoHjT9sOWYY7oMrn7vdO2rQEb%0APmyjZrkkluWILLjYkgA%3D%0A) **Step 2:** Select **Edit** from the dropdown. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXc9Nzn4M-NH5bMJZenWioyWWPXWmH4Fj-ZKhTnJTn4HqfOj0OTsijwFu1gSoEqRsEklgG7x8YEjGmlWt338aBScT9fnBiCZgJYsxcoMA4EScVhlhhl6PfgfST01azI5Jrrf7nx2UQ.png?width=1600&height=735&name=AD_4nXc9Nzn4M-NH5bMJZenWioyWWPXWmH4Fj-ZKhTnJTn4HqfOj0OTsijwFu1gSoEqRsEklgG7x8YEjGmlWt338aBScT9fnBiCZgJYsxcoMA4EScVhlhhl6PfgfST01azI5Jrrf7nx2UQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464942/2d8b124f45d787de50a69af4a8ad/AD_4nXc9Nzn4M-NH5bMJZenWioyWWPXWmH4Fj-ZKhTnJTn4HqfOj0OTsijwFu1gSoEqRsEklgG7x8YEjGmlWt338aBScT9fnBiCZgJYsxcoMA4EScVhlhhl6PfgfST01azI5Jrrf7nx2UQ?expires=1761286500&signature=f06e4350a58895238826b28230e50fd13151058fe590410b7654156597acbc9a&req=dSYkEc14mYhbW%2FMW1HO4zfS3OOkmZHnde0wIVyASlwtPJGeRkt7o9fLTo0Fy%0AGWiVPNWARt3t2YZeXIY%3D%0A) **Step 3:** A modal window will appear with the deal’s existing details—make the necessary changes (e.g., email, notes, or date), then click **Update** to save. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdBMerSlFlqUBWl4QNJC-6dbTxfrmHYomkfgSUH-xN9A53hiseYbw80U2Ofaucy9sb21nPEm3briWsSTt5nAtGqtw_s9PAy4bJ5qIaWWrtmrbmrDiJB8963s0px60hilegRUWET.png?width=665&height=715&name=AD_4nXdBMerSlFlqUBWl4QNJC-6dbTxfrmHYomkfgSUH-xN9A53hiseYbw80U2Ofaucy9sb21nPEm3briWsSTt5nAtGqtw_s9PAy4bJ5qIaWWrtmrbmrDiJB8963s0px60hilegRUWET.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464937/59ffc00a0ef24dd5f2a5240a618f/AD_4nXdBMerSlFlqUBWl4QNJC-6dbTxfrmHYomkfgSUH-xN9A53hiseYbw80U2Ofaucy9sb21nPEm3briWsSTt5nAtGqtw_s9PAy4bJ5qIaWWrtmrbmrDiJB8963s0px60hilegRUWET?expires=1761286500&signature=9f31da26f2085eac7ed99001abfb0ab985c84a268679a450c281feb3e0b7fd95&req=dSYkEc14mYhcXvMW1HO4zabbhYixFU8B6d7toFbHXdu7n%2BAlgZIOFWPN6fwr%0A0R4qtjkJgpiGmhDkZxs%3D%0A) A success message will appear confirming that the deal has been updated. ### Delete a Deal Remove deals that are no longer needed to keep your pipeline organized and up to date. **Step 1:** Click the **three-dot menu** (︙) on the deal card you want to view. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfrMzNMCljKkzDgLiiuLawhmpBzQfWI9NFiJmI2UZxFMsvVVz6R5RCKm_xFWbZiV4zFvwXFTIgvLHRJ63LVf49PZD2lWi_pyRRbh6MSd3yx7Iu16e7LpaIMoJJ3LHejk4PYgQQS.png?width=1600&height=727&name=AD_4nXfrMzNMCljKkzDgLiiuLawhmpBzQfWI9NFiJmI2UZxFMsvVVz6R5RCKm_xFWbZiV4zFvwXFTIgvLHRJ63LVf49PZD2lWi_pyRRbh6MSd3yx7Iu16e7LpaIMoJJ3LHejk4PYgQQS.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464938/c85d9a05358a997487d0d153894f/AD_4nXfrMzNMCljKkzDgLiiuLawhmpBzQfWI9NFiJmI2UZxFMsvVVz6R5RCKm_xFWbZiV4zFvwXFTIgvLHRJ63LVf49PZD2lWi_pyRRbh6MSd3yx7Iu16e7LpaIMoJJ3LHejk4PYgQQS?expires=1761286500&signature=2b28dc980ea60fc686655714b9ab604b64ee59a52a65f0f9e7937fbd3bbc63f7&req=dSYkEc14mYhcUfMW1HO4zcoQXuxrrWZwsiqRaX4MDfxQiNqaHoq0sBF4%2B%2BsU%0AziMj%2BH6xfPDKNkQcsAE%3D%0A) **Step 2:** Select **Delete** from the dropdown. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdMc3qs5-EUvgkhzgpKfVtmV2MShAcj4h9yDOOE1NrmajMdphQKZER82FimV3c8GUkpJYZd8yKEHB_TDoTzkYSWSryLHKmu0HUj_JxIB2FL_h-mZMfoKw1pWddb3R3ibKsPXn3o.png?width=1600&height=735&name=AD_4nXdMc3qs5-EUvgkhzgpKfVtmV2MShAcj4h9yDOOE1NrmajMdphQKZER82FimV3c8GUkpJYZd8yKEHB_TDoTzkYSWSryLHKmu0HUj_JxIB2FL_h-mZMfoKw1pWddb3R3ibKsPXn3o.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464941/3d8e0d6ace725696eef24296010b/AD_4nXdMc3qs5-EUvgkhzgpKfVtmV2MShAcj4h9yDOOE1NrmajMdphQKZER82FimV3c8GUkpJYZd8yKEHB_TDoTzkYSWSryLHKmu0HUj_JxIB2FL_h-mZMfoKw1pWddb3R3ibKsPXn3o?expires=1761286500&signature=4ffa64cbae958a497f0e3bb82d22b00e33e25f8cde0a50230a26bc1709866c2f&req=dSYkEc14mYhbWPMW1HO4zUKVdHRv6TkrEMcJSrUeRLdK9Eub%2BQsK2CeQ%2BfQ6%0A7LJWR%2FylEC0cdQAcrEE%3D%0A) **Step 3:** A confirmation pop-up will appear—click **Confirm** to permanently delete the deal. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdnzbWwkrmv_qmKH-j3bkM1SJk5F8fQqOM3lDayugNs9-gxA5NeywvwKplqYMm5DrBgyqH143m_YR8la3vTirXQCZPN7-vynIM90VVOWdLsGpgeXbVJGyz8VsrwwdyaOWnWUAdy8g.png?width=397&height=230&name=AD_4nXdnzbWwkrmv_qmKH-j3bkM1SJk5F8fQqOM3lDayugNs9-gxA5NeywvwKplqYMm5DrBgyqH143m_YR8la3vTirXQCZPN7-vynIM90VVOWdLsGpgeXbVJGyz8VsrwwdyaOWnWUAdy8g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1637464936/9834ab679884e08022bbda89de00/AD_4nXdnzbWwkrmv_qmKH-j3bkM1SJk5F8fQqOM3lDayugNs9-gxA5NeywvwKplqYMm5DrBgyqH143m_YR8la3vTirXQCZPN7-vynIM90VVOWdLsGpgeXbVJGyz8VsrwwdyaOWnWUAdy8g?expires=1761286500&signature=db98f64e80a6b7a10a7fb0edd1d9dee0bd14daa24928436e3a3a0de09fb5c1cf&req=dSYkEc14mYhcX%2FMW1HO4zaaRoiBum3DQrNqUuza3ytjYHjethQkTH8Gr7x8Y%0AoqxC2rZXP8lVebwuAxY%3D%0A) A success message will appear confirming that the deal has been deleted. ### Rearrange a Deal Move a deal card to a different position or column within the pipeline to reflect updated priorities or statuses. **Step 1:** Log in to your account and click the **Deals** icon on the left-side navigation menu. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdb926HcKE6CJIMCaeHUbxD_Q8ELUDOojuWvz3j0Nb0PUNxUv7pKAol_brq9pW1yyUmkaLPFoXt2diYuP9ch5Yo1BWUk9VlnQEmSaWbfFXTWEvM7JBrEYe3EeraV-iPIVe1PA4ugg.png?width=1600&height=729&name=AD_4nXdb926HcKE6CJIMCaeHUbxD_Q8ELUDOojuWvz3j0Nb0PUNxUv7pKAol_brq9pW1yyUmkaLPFoXt2diYuP9ch5Yo1BWUk9VlnQEmSaWbfFXTWEvM7JBrEYe3EeraV-iPIVe1PA4ugg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1668143472/bc1e7e75b4d05898be76d0b0ad06/AD_4nXdb926HcKE6CJIMCaeHUbxD_Q8ELUDOojuWvz3j0Nb0PUNxUv7pKAol_brq9pW1yyUmkaLPFoXt2diYuP9ch5Yo1BWUk9VlnQEmSaWbfFXTWEvM7JBrEYe3EeraV-iPIVe1PA4ugg?expires=1761286500&signature=964e9121e8c30d2d1c3f54eaa20bf3a6991c858265359fe77f040088e2aa0126&req=dSYhHsh6noVYW%2FMW1HO4zdQHDHEeUw8WNV8CghgacWS1kzcbMFDiWhUDHMvk%0AhCpvFCxcDUAb2GVQCvI%3D%0A) The Deals board will appear, showing all existing columns and deals. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfxoKU53_yPd0aurIaSvJHbsMTFgxbPqrzyCljB6507iiciyKDc6YmLfE1GOjeV5KAH47ZEmwhwnuXdl9X6FetKuEKcg0ufMG7vaz5-VfGDk3SVwHg-Dvc0eMHDzBc-cFcVii65-A.png?width=940&height=420&name=AD_4nXfxoKU53_yPd0aurIaSvJHbsMTFgxbPqrzyCljB6507iiciyKDc6YmLfE1GOjeV5KAH47ZEmwhwnuXdl9X6FetKuEKcg0ufMG7vaz5-VfGDk3SVwHg-Dvc0eMHDzBc-cFcVii65-A.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1668143469/c27075cf00775395460f5af75b8f/AD_4nXfxoKU53_yPd0aurIaSvJHbsMTFgxbPqrzyCljB6507iiciyKDc6YmLfE1GOjeV5KAH47ZEmwhwnuXdl9X6FetKuEKcg0ufMG7vaz5-VfGDk3SVwHg-Dvc0eMHDzBc-cFcVii65-A?expires=1761286500&signature=de545f9d83885446e1e6258438b2a3534f467e80ca4cd7e4697071636a7bac0c&req=dSYhHsh6noVZUPMW1HO4zRJyfwjkgYTspzpMbcdiYb5yEcopSe6LuCrAMYng%0Aie83ygvE43fIANol4eM%3D%0A) **Step 2:** Hover over the deal card you want to move. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXd4q1TcVgTlBt0rO-EwONSJKl6wbQlBFh9D4JdBnAR4nDLfrIvKn4tstfX9OnvCw5GIuKX_CBOhLd7a9gpM6_nMpJDprATK3bnhADdFPAcaH2N38Vo5fG8eAJ24bNDjfGrpuA5PAg.png?width=1600&height=715&name=AD_4nXd4q1TcVgTlBt0rO-EwONSJKl6wbQlBFh9D4JdBnAR4nDLfrIvKn4tstfX9OnvCw5GIuKX_CBOhLd7a9gpM6_nMpJDprATK3bnhADdFPAcaH2N38Vo5fG8eAJ24bNDjfGrpuA5PAg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1668145477/a38700dc3d45cf24b7c1da949b48/AD_4nXd4q1TcVgTlBt0rO-EwONSJKl6wbQlBFh9D4JdBnAR4nDLfrIvKn4tstfX9OnvCw5GIuKX_CBOhLd7a9gpM6_nMpJDprATK3bnhADdFPAcaH2N38Vo5fG8eAJ24bNDjfGrpuA5PAg?expires=1761286500&signature=8c6a05581873877a0025c9e63e49052ad96532ebd85e633900955646aa621daa&req=dSYhHsh6mIVYXvMW1HO4zcAv9dkbxD6kDxR2X2lsgia20W0WXSEb%2BILliRP2%0AwS6VFjv9fkXUYWq2kR0%3D%0A) **Step 3:** Click the **Rearrange** button at the top-right of the Deals board. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfy7WLgOEJO77uJAK7TiFJO9K6Hkj5vm7SPNOUEsl80y08G0jaNJG3pJgQdJnIbLFpnZw9_jpRkWp5duSzylImX8GleHYScNGzKoWa1N6TyJAAvi1HPIouLl3XExkoLYmeV7q7bag.png?width=1600&height=713&name=AD_4nXfy7WLgOEJO77uJAK7TiFJO9K6Hkj5vm7SPNOUEsl80y08G0jaNJG3pJgQdJnIbLFpnZw9_jpRkWp5duSzylImX8GleHYScNGzKoWa1N6TyJAAvi1HPIouLl3XExkoLYmeV7q7bag.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1668145481/8adc041ba4b9ef841d9e3fd5c8f5/AD_4nXfy7WLgOEJO77uJAK7TiFJO9K6Hkj5vm7SPNOUEsl80y08G0jaNJG3pJgQdJnIbLFpnZw9_jpRkWp5duSzylImX8GleHYScNGzKoWa1N6TyJAAvi1HPIouLl3XExkoLYmeV7q7bag?expires=1761286500&signature=a9075c474931e4a43a35b5528904ef41ea5a772b350be209fccfa003e9d68744&req=dSYhHsh6mIVXWPMW1HO4zUNHMyRJuZsMrzmLQ3owiUafCeSiCVaHmYoReQ%2FW%0AjLyIo3oQiF8DS%2FBYjQ0%3D%0A) **Step 4:** A modal window will appear. Drag and drop the column names to reorder them, then click **Save**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdFUEPMLq9CsMgOZBokTkPjRTfwSffYfCaIWfM4B0dqC_AMXsw0VXFZo4VBjSNxO7CteEvfqggGo2r-F5F-CT8gVm6xSXMnBCEYZzMeQGQ3lull92QBeeKtSJCH5aRuNyOiFwXn.png?width=932&height=835&name=AD_4nXdFUEPMLq9CsMgOZBokTkPjRTfwSffYfCaIWfM4B0dqC_AMXsw0VXFZo4VBjSNxO7CteEvfqggGo2r-F5F-CT8gVm6xSXMnBCEYZzMeQGQ3lull92QBeeKtSJCH5aRuNyOiFwXn.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1668145475/52bfc125be84ac25ef97ee6e59a4/AD_4nXdFUEPMLq9CsMgOZBokTkPjRTfwSffYfCaIWfM4B0dqC_AMXsw0VXFZo4VBjSNxO7CteEvfqggGo2r-F5F-CT8gVm6xSXMnBCEYZzMeQGQ3lull92QBeeKtSJCH5aRuNyOiFwXn?expires=1761286500&signature=0a383b81e0d5e8c2eaffa68b8057c55fcbbfa6b62ffccdee20d3141531c118d2&req=dSYhHsh6mIVYXPMW1HO4zVbGTg%2BohP3R%2BXf6RlEkzsYs%2BTrtI2BQ77kKEJIl%0AHQEdbD9YLSP4HtWtTM4%3D%0A) - [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content) - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users) - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users) - [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) - [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en) - [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) - [Settings](https://help.b2brocket.ai/settings?hsLang=en) - [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content) - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents) - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub) - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes) - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting) [![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai) [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai) Copyright © 2026, B2B Rocket