| Deals Module Introduction | Document |
| Convert Deal to Project, Company or Contact | Document |
| Sales and Business Opportunities (Introduction Videos) | Link |
| Create New Deal From Email | Document |
| 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 | Document |
| Default Workflow Settings: Deals - Prospect | Link |
| Default Workflow Settings: Deals - Opportunity | Link |