Ravetree Docs

CRM - Deals

  • Can I delete a Pipeline?
  • Can multiple people be linked to a deal?
  • Deal Stages - Open, Won, Lost, Abandoned
  • Generate a Project from a Won Deal
  • How can I move a deal to another pipeline?
  • How do I change my Pipeline?
  • How do I create and edit Pipelines?
  • How do I edit or change Deal information?
  • How do I filter my deals?
  • The Rotting Feature
  • What are Deals, and how to create them?
  • What are Pipeline Phases, and how do I change a Deals Phase?
  • Where can I find deals from a deactivated user and change the assignee?

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