Deals
Pipeline Board, Deal List and Sales Forecast.
3 लेख
1
Pipeline Boardअंग्रेज़ी
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 2026192 बार देखा गया
2
Deal Listअंग्रेज़ी
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 2026202 बार देखा गया
3
Sales Forecastअंग्रेज़ी
Deals › Sales Forecast — the four tiles, the Open Pipeline by Stage and By Forecast Category tables, and choosing a pipeline.
9 Oct 2026194 बार देखा गया