Articles
+ 17 Articles
Show all
Select Page
Hi, how can we help you?
-
Deals/Leads/Opportunity
-
- Articles coming soon
- How to add a deal (Web and Mobile)?
- How to add Activities to a Deal on Web?
- How to add additional prospects for a deal?
- How to add deal contributor?
- How to add lost reason for a lost deal from mobile app?
- How to add lost reason for lost deal?
- How to add notes on Mobile app?
- How to add notes on Web?
- How to add products in a deal?
- How to amend deal closed date?
- How to edit details Prospect from the Contact Page?
- How to edit organization details?
- How to edit prospect’s details?
- How to edit the Deal Title and Deal Value?
- How to filter on the deal page in list view?
- How to filter the leads based on the status on the Deal Page.
- How to find and replace organization information?
- How to send an email using the email template?
- How To Switch Between Pipelines (WEB)
- How to switch prospect in a deal?
- How to transfer deal?
- How to transfer ownership of a deal?
- How to trigger a call to the prospect from the web (Avanser user only)
- How to view a deal from List View and Pipeline View
- What is the meaning of deal status in the list view and pipeline view?
- Show All Articles (10) Collapse Articles