Deals

Using the Deals App

Written by Zach N.
Updated over a week ago

Create a New Deal

Written by Zach N.
Updated over a week ago

Creating a Sales Pipeline

Written by Zach N.
Updated over a week ago

Editing a Sales Pipeline

Written by Zach N.
Updated over a week ago

What Do Deal Statuses Mean?

Written by Zach N.
Updated over a week ago

Deal Currency and Value

Written by Zach N.
Updated over a week ago

Exporting Your Deals Data

Written by Zach N.
Updated over a week ago

How to Create Email Automation

Written by Zach N.
Updated over a week ago

How to Create SMS Automation

Written by Zach N.
Updated over a week ago

How to Create a Build InstaSite Automation

Written by Zach N.
Updated over a week ago

How to Create a Build InstaReport Automation

Written by Zach N.
Updated over a week ago

How to Create Add Deal Tag Automation

Written by Zach N.
Updated over a week ago

How to Create Remove Deal Tag Automation

Written by Zach N.
Updated over a week ago

How to Create Change Deal Owner Automation

Written by Zach N.
Updated over a week ago

How to Create Add Deal Follower Automation

Written by Zach N.
Updated over a week ago

How to Create Move Deal Stage Automation

Written by Zach N.
Updated over a week ago

How to Create Add a Note Automation

Written by Zach N.
Updated over a week ago

How to Create Add a Reminder Automation

Written by Zach N.
Updated over a week ago

Using the Deal Automation Log

Written by Zach N.
Updated over a week ago

How to Edit a Deal Automation

Written by Zach N.
Updated over a week ago

How to Delete a Deal Automation

Written by Zach N.
Updated over a week ago

Using the Reporting Tab

Written by Zach N.
Updated over a week ago

Using a Deal Card

Written by Zach N.
Updated over a week ago

Associating Deals with Businesses and People

Written by Zach N.
Updated over a week ago

Creating Custom Properties for Deals

Written by Zach N.
Updated over a week ago