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  1. Apps
  2. CRM
  3. Pipeline

Pipeline

Follow New articles New articles and comments

  • Switching Between Pipeline View and List View
  • Adding Tags to an Opportunity
  • How to Use the CRM Questionnaire
  • How to Keep Track of Samples Given
  • How to Use the CRM Pipeline Workflow
  • How to Read and Use Opportunity Cards
  • How to use the CRM Chat Feature
  • Contacting the Customer in CRM
  • Marking an Opportunity as Lost or Deleting an Opportunity
  • The Products Stage
  • The Measure Stage
  • The Quote Stage
  • The Order Stage

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