Deals

Sales Pipelines

18 articles in this collection
Written by Zach N.

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Using the Deals App

Written by Zach N.
Updated yesterday

Create a New Deal

Written by Zach N.
Updated yesterday

Creating a Sales Pipeline

Written by Zach N.
Updated yesterday

Editing a Sales Pipeline

Written by Zach N.
Updated yesterday

What Do Deal Statuses Mean?

Written by Zach N.
Updated over a week ago

Deal Currency and Value

Written by Zach N.
Updated yesterday

Exporting Your Deals Data

Written by Zach N.
Updated yesterday

Deal Automations

Using the Deal Automation Log

Written by Zach N.
Updated yesterday

How to Create Email Automation

Written by Zach N.
Updated yesterday

How to Create SMS Automation

Written by Zach N.
Updated yesterday

How to Create a Build InstaSite Automation

Written by Zach N.
Updated yesterday

How to Create a Build InstaReport Automation

Written by Zach N.
Updated yesterday

How to Edit a Deal Automation

Written by Zach N.
Updated yesterday

How to Delete a Deal Automation

Written by Zach N.
Updated yesterday

Deals Reporting

Using the Reporting Tab

Written by Zach N.
Updated yesterday

Deal Cards

Using a Deal Card

Written by Zach N.
Updated yesterday

Associating Deals with Businesses and People

Written by Zach N.
Updated yesterday

Creating Custom Properties for Deals

Written by Zach N.
Updated yesterday