Working with deals
- Adding deals
- Working with multiple sales pipelines
- Creating and using deal loss reasons
- About sales pipeline stages
- Deleting deals
- Editing deal details
- Sending bulk email messages to deal contacts
- Backdating deals
- Changing a deal’s primary contact
- Aligning pipeline stages with your sales process
- Working with currencies in Sell (Enterprise and Elite)
- Using the Product Catalog to define products and services in Sell (Enterprise and Elite)
- How to collaborate in the Client Space
- Adding stages to your sales pipeline
- Creating and using unqualified deal reasons
- Adding deals
- Working with multiple sales pipelines
- Creating and using deal loss reasons
- About sales pipeline stages
- Deleting deals
- Editing deal details
- Sending bulk email messages to deal contacts
- Backdating deals
- Changing a deal’s primary contact
- Aligning pipeline stages with your sales process
- Working with currencies in Sell (Enterprise and Elite)
- Using the Product Catalog to define products and services in Sell (Enterprise and Elite)
- How to collaborate in the Client Space
- Adding stages to your sales pipeline
- Creating and using unqualified deal reasons