Deals / Sales Process
Learn how to manage your sales pipeline, close deals faster and unlock your true sales potential.
- What are deal loss reasons?
- How to export your sales pipeline / deals?
- How can I delete a Deal?
- How can I change owner of a Deal?
- Collapse / Expand Sales Pipeline Stages
- How to change stage title?
- How to move Deal through stages?
- How can I add a new Deal?
- Can I create a multi pipeline?
- How to create the Sales Pipeline?
- How to duplicate a deal?
- How to assure that deals always have the upcoming activities planned? Task management in the Deals section.
- How to automatically set the value of the products assigned to the deals as the deal price?
- Sales Pipeline Forecast
- How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
- Show sum of your deals in given pipeline stage
- How can I see my lost or won deals?
- How do Deals drag and drop work in Teamgate?
