Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
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Pipeline manager
What are the different ways to add a deal in Pipelines?
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Forecast view- Deal Forecast
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
Pipelines Basics
Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action
Show checklist while importing in a deal card
Now you will be able to view all the items of the checklist while importing it into a deal card. To view the enhancement:
Pipeline Manager- IM Agent App
The Pipelines section will show 2 boards- Personal and Private Pipeline- Here you will find all the pipelines that the agent has created. Stages-
Shared Pipeline – FAQ
In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who
