CRM

Getting started

• Organization field
• Troubleshooting connected email accounts
• [Video] Setting permissions for a private pipeline
• How to mark a Deal as Won or Lost
• Filtering and searching deal data
• Deal Owner Overview report

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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 a task to another user?
• How long does Deal Scoring take?
• How do I use a webhook to create a list of contacts with completed deal tasks?

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