Work your pipeline on the board
Switch Opportunities to the board, drag deals from stage to stage and close them as won or lost.
Videolar ingliz tilida.
Nimalarni oʻrganasiz
- The board
- Click the board icon at the top right. Each stage is a column that shows how many deals it holds and what they're worth together.
- Move deals
- Drag a card to its next stage. It's saved right away, and the board scrolls along as you drag.
- Close deals
- Dropping a deal in Lost asks for the reason, so your reports can show it later; Won only needs the close date.
Boshlash
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