Deals and pipelines
The deals board, the deal card, payments and lost deals, several pipelines, stages and importing deals from a file
The deals board: stages, drag and drop, search and filters
8 минThe deal card: fields, feed, chat, calls, tasks and files
8 минPayment and lost deals: how it was paid, installments, credit and lost reasons
9 минPipelines, stages and your own fields: fitting the CRM to your sales
8 минImporting deals from Excel, CSV, amoCRM and Bitrix24
9 мин