Deal Pipeline

Visually tracks sales opportunities from initial contact to closing.

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• Pipeline Overview
• Add a Pipeline Deal
• Edit a Pipeline Deal
• Close a Deal
• Add a Task to a Deal
• Add a Task Checklist
• Edit Task Checklists
• Lead Capture
• Edit Deal Commission
• Edit Pipeline Stages
• Edit Pipeline Deal Types
• Team Pipeline
• Assign a Deal
• Assign a Task
• Archive a Lost Deal
• Export Pipeline Deals