Did you know there are 11 ways to add deals in your Pipeline for super easy and efficient Sales funnel management and navigation ?
Whenever you see the Add Deal option, it indicates a deal card will be created after you input the required information and click Save . Deals can be created in the Pipeline Manager, Contacts, Accounts, Opportunities module and Quick Add icon on any screen.Find 6 different ways to add deals within the Pipeline Manager
Add deals from Contacts and Accounts Module
Add deals by Selecting multiple Contacts
Add deals By Selecting Multiple Opportunities
Quick Add – Learn the fastest way to add deal from any screen
