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CRM
CRM
Getting started
Send automated notifications to deal owners
Managing Deal notifications
Understanding pipelines, stages, deals, and tasks
How to mark a Deal as Won or Lost
Win Probability: Predicting which deals are most likely to win
How to create a task for a deal
See all 19 articles
Common Questions
How do I automatically move a deal from one stage to another?
How do I select a currency for my deals?
How do I see the Win Probability value for a deal?
How long does Deal Scoring take?
How do I display Win Probability values on a pipeline?
How do I sort deals by their Win Probability value?
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