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Deal Pipeline Management
Deal Pipeline Management
Deal Pipeline Management
What are deal fields? How to customize them?
Thu, 15 Feb, 2024 at 11:52 PM
What are the bulk actions for deals?
Wed, 4 Oct, 2023 at 9:48 PM
How to add related contacts to a deal?
Sat, 14 Oct, 2023 at 11:06 AM
What are multiple deal pipelines?
Fri, 12 Jul, 2024 at 3:05 PM
How to configure multiple deal pipelines?
Fri, 12 Jul, 2024 at 3:07 PM
How do I mark a pipeline as default for admin activities?
Fri, 16 Feb, 2024 at 12:04 AM
How to set up and use weighted pipelines?
Fri, 12 Jul, 2024 at 3:11 PM
What happens to deals when you delete a pipeline or downgrade plans?
Fri, 16 Feb, 2024 at 12:11 AM
How to customise information displayed for deals in Kanban view?
Fri, 13 Oct, 2023 at 12:31 AM
What is the Freddy AI view? How to gain insights from this view?
Thu, 12 Oct, 2023 at 1:30 PM
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