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Ways to create Pipeline cards/Deals

Did you know there are 11 ways to add deals in your Pipeline for super easy and efficient Sales funnel management and navigation ?

Whenever you see the Add Deal option, it indicates a deal card will be created after you input the required information and click Save  . Deals can be created in the Pipeline ManagerContactsAccountsOpportunities module and Quick Add icon on any screen.
Add deals By Selecting Multiple Opportunities
Quick Add – Learn the fastest way to add deal from any screen

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