Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process-Â Navigate
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
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