Track a Deal Through Your Pipeline

In this video, we'll provide you with a brief overview of the deals tab that's located within your menu bar. We'll show you how to manage each deal within your pipeline so that you can track, manage and execute your deals from pursuits all the way to a closed deal. 

By the end of this tutorial, you'll be able to:

  • Understand how the kanban layout works
  • Move a deal through stages of your deal pipeline
  • Select fields to display within each deal card

Video Length: 4:20

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