Deals
Pipeline Board, Deal List and Sales Forecast.
3 articles
1
Pipeline Board
Deals › Pipeline Board — stage columns with their totals, what a deal card shows, adding a stage, and creating a deal from the board.
9 Oct 20262 views
2
Deal List
Deals › Deal List — every deal with its stage, value, close date and owner, the row actions, and the New deal form field by field.
9 Oct 20262 views
3
Sales Forecast
Deals › Sales Forecast — the four tiles, the Open Pipeline by Stage and By Forecast Category tables, and choosing a pipeline.
9 Oct 20262 views