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archive
Copy/Move and Archive Cards from Stage
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
Download archived pipeline cards:
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Archive all Deal cards in a Pipeline Stage
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
Renewal Pipeline Automation
In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do
