CRM - Deals
- Can I delete a Pipeline?
- Can multiple people be linked to a deal?
- Deal sources
- 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?