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Deal card

Move a deal card

In this article, you will learn: 1. Move a deal card by Drag and drop : 2. Moving the deal card to another stage from

Deal Health Report

In this article, you will learn: How to view the Deal Health Report? In the report list: Deal Health Report will allow agents and admin to have an analytical view

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a