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
- Troubleshooting connected email accounts
- Win Probability: Predicting which deals are most likely to win
- [Video] Managing Deal notifications
- [Video] Setting permissions for a private pipeline
- Connect your email account to Deals CRM
- Send automated notifications to deal owners
- Filtering and searching deal data
- Custom Deal Field Overview
- Deal Scoring
- Organization field
- Sync tasks to your calendar with Calendar Feed
- Using automations to manage your deals