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 |