CRM

Deals Search and filter deals The Deals Pipeline includes search and filters so you can focus on the opportunities that matter right now. Search Open Deals. Type… Deals Log an activity on a deal Record your work on a deal by logging activities. They appear on the deal's timeline alongside automatic entries like stage changes. Steps… Deals Move a deal to a new stage As a deal progresses, move it to the stage that reflects where it stands in your sales process. The Deals Pipeline is… Deals Edit a deal Update a deal when its details change — for example a revised value, a new expected close date, a different owner, or… Deals Create a deal Create a deal to start tracking a sales opportunity with one of your accounts. Steps Open Deals from the main navigation. Select… Deals Deals overview Deals are the sales opportunities you are pursuing with your accounts. The Deals area helps you track each opportunity's value, the stage… Contacts Delete a contact Delete a contact that is a duplicate or is no longer needed. Steps Open Contacts and select the contact you want to… Contacts Search, filter, and sort contacts The Contacts list includes search, filters, and sorting so you can find the right person quickly. Search Open Contacts. Type into the… Contacts Give a contact portal access Portal access lets a contact log in to your customer portal. When you enable it, the system emails the contact an invitation… Contacts Edit a contact Update a contact when their details change, such as a new role, phone number, account, or owner. Steps Open Contacts and select…