CRM

Getting started

• Understanding pipelines, stages, deals, and tasks
• How to create and edit a stage
• How to create a deal
• How to create a task for a deal
• How to mark a Deal as Won or Lost
• How to create and edit a pipeline

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Common Questions

• How do I import a list of Deals?
• How do I export Deals?
• How do I automatically move a deal from one stage to another?
• How do I assign tasks?
• How do I see all tasks assigned to me?
• How long does Deal Scoring take?

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