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Deals
Deals
Sales Pipelines
25 articles in this collection
Written by
Zach N.
Get Started
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
Deal Automations
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
Deals Reporting
Using the Reporting Tab
Written by
Zach N.
Updated over a week ago
Deal Cards
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