Opportunities
Pipelines and deals. 6 guides.
01
Create a pipelineTrack every buyer and seller from first hello to closing.
02Edit pipeline stagesRename, reorder or add stages as your process changes.
03Add an opportunityPut a lead on your pipeline board.
04Work your pipeline boardFilter, sort and move deals on the board.
05Mark a deal wonNewMoving a card to the last stage does not mark it won. Here is how.
06Track your pipelineSee the value of your pipeline and what is closing.