Change pipelines in Dealcharts
Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to
InsuredMine is SOC 2
Type II Certified
Pipeline
Copy or Move Dealcards
In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to
Action icon – add task
How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.
Move a deal from Shared to personal Pipeline
How to move a deal from your shared Pipeline to your personal Pipeline? 1. Go to dealcard you want to move. 2. Click on 3
