leDeals
Your sales pipeline — the board you work every day, and the forecast that tells you whether you can staff what you are about to win.
Video chapter
Deals
3 min
0:00 / 3:00
Chapter 1 of 1 · 3 min
Deals
Work the board end to end: the six stages, deal cards and the WIN slider, the deal drawer, marking Won or Lost, and creating a deal from scratch.
What you'll learn
Move a deal through the six stages
Use the WIN slider and priority
Work the deal drawer: Overview, Contact, Files, Notes, Activity
Create a deal and pick the client entity type