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Pipeline manager
Show checklist while importing in a deal card
Now you will be able to view all the items of the checklist while importing it into a deal card. To view the enhancement:
Pipeline Manager- IM Agent App
The Pipelines section will show 2 boards- Personal and Private Pipeline- Here you will find all the pipelines that the agent has created.
Pipelines Basics
Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
Forecast view- Deal Forecast
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
Shared Pipeline – FAQ
In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who
What are the different ways to add a deal in Pipelines?
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
