Create a Pursuit and Move It Through the Pipeline

 In this video, we’ll teach you how to create a pursuit and move your deal through various stages of the deal pipeline. We'll also show you how to stay organized organized and create more visibility into each deal at any given stage. 

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

  • Move a prospect into a pursuit
  • Move your deal through each stage of the pipeline
  • Attach important documents throughout each stage
  • Add deal teams or deal members to your deal

Video Length: 7:36

 

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