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Deals
Deals

Track and manage your sales pipeline for optimal results.

Zach N. avatar
By Zach1 author24 articles

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Using the Deals App
Create a New Deal
Creating a Sales Pipeline
Editing a Sales Pipeline
Deal Currency and Value
Exporting Your Deals Data

Deal Automations


How to Create Email Automation
How to Create SMS Automation
How to Create a Build InstaSite Automation
How to Create a Build InstaReport Automation
How to Create Add Deal Tag Automation
How to Create Remove Deal Tag Automation
How to Create Change Deal Owner Automation
How to Create Add Deal Follower Automation
How to Create Move Deal Stage Automation
How to Create Add a Note Automation
How to Create Add a Reminder Automation
Using the Deal Automation Logs
How to Edit a Deal Automation
How to Delete a Deal Automation

Deals Reporting


Using the Reporting Tab

Deal Cards


Using a Deal Card
Associating Deals with Businesses and People
Creating Custom Properties for Deals
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