Deal Card

July 20, 2021

What is a Deal Card?
A Deal Card is an opportunity captured in the system automatically or manually to manage it effectively and close of a card would potentially mean an new client or a new policy.

Deal Card has Deal Card view by Stage and deal card detail view for each card.

What is included in a Card view Vs Card Detailed view?
How to add a Deal Card
Move a deal card
- To another stage
- To another Pipeline
Select multiple deal card and perform action

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Deal Card

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