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Deal Pipeline Management (21)

What are deal fields? How to customize them?

Modified on Thu, 21 Aug, 2025 at 1:25 PM
What are the bulk actions for deals?

Modified on Wed, 4 Oct, 2023 at 9:48 PM
How to add related contacts to a deal?

Modified on Sat, 14 Oct, 2023 at 11:06 AM
What are multiple deal pipelines?

Modified on Fri, 12 Jul, 2024 at 3:05 PM
How to configure multiple deal pipelines?

Modified on Wed, 9 Apr, 2025 at 12:15 PM
How do I mark a pipeline as default for admin activities?

Modified on Fri, 16 Feb, 2024 at 12:04 AM
How to set up and use weighted pipelines?

Modified on Fri, 12 Jul, 2024 at 3:11 PM
What happens to deals when you delete a pipeline or downgrade plans?

Modified on Fri, 16 Feb, 2024 at 12:11 AM
How to customise information displayed for deals in Kanban view?

Modified on Fri, 13 Oct, 2023 at 12:31 AM
What is the Freddy AI view? How to gain insights from this view?

Modified on Thu, 12 Oct, 2023 at 1:30 PM