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Pipeline
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
Create Custom Forms
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
Pipeline Leaderboard
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
How to manage Notification subscription
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription In the Pipelines module, you can notify designated
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
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
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
Change pipelines in Dealcharts
Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to
Restrict Pipeline Access
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
Copy or Move Dealcards
In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to
Add files
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Action icon – add task
How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.
