Pipelines and deals
- Create and manage multiple pipelines
- Edit the deal stages in your pipeline
- Forecast your expected sales using a weighted pipeline
- Import deals
- Create a deal
- Create an automation to automatically create deals
- Update your deals in bulk
- Move your deals to another pipeline
- Export your deals
- Filter your deals
- Close and mark a deal as won or lost
- Reopen a closed deal
- Track your revenue and analyze your deals
- Set the currency of your deals
- Delete a deal
- Differences between the List view and Kanban view
- What is the default sales pipeline?
- What are the default deal attributes?