Pipeline & Workflows
Visually tracks sales opportunities from initial contact to closing.
- 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
- Transaction Deal Types