5. Deals
Title | Type |
---|---|
Deals Module Introduction | Page |
Convert Deal to Project, Company or Contact | Page |
Sales and Business Opportunities (Introduction Videos) | Link |
Create New Deal From Email | Page |
Send Bulk Mail | Link |
Import Deals From Microsoft Excel | Link |
Workflow (Tutorial Video) | Link |
Notify Team About Items Newly Related to Project or Deal | Link |
Notification About Deals Over Limit | Page |
Default Workflow Settings: Deals - Prospect | Link |
Default Workflow Settings: Deals - Opportunity | Link |
deals_01.png | Image |
deal_convert_02.png | Image |
deal_notify_02.png | Image |
deal_project.png | Image |
deal_notify_01_01.png | Image |
next_last_01.png | Image |
estimated_value.png | Image |
deals_04_02.png | Image |
deal_convert_01_03.png | Image |
deals_03_03.png | Image |
deal_email_convert_01_03.png | Image |
deal_email_convert_02_02.png | Image |
deals_02_04.png | Image |
deal_email_convert_03_03.png | Image |