Deals & Pipelines - FAQ
Can I filter deals/projects?
How are won or lost deals/projects handled in sales activities?
Can I change the statistics shown on the widgets in each pipeline?
How do I get started with multiple pipelines?
Which pipeline will my deals/projects end up in?
Where can I see all pipelines?
How do I create a new pipeline?
How many pipelines can you use?
What is a pipeline?
Can I edit an existing deal?
Can an employee be responsible for a pipeline?
How do I get a good overview of all pipelines?
Can I move a deal/project from one pipeline to another?
How are custom fields, sources, and tags linked to pipelines?
Why can't I delete a pipeline?
Why can't I delete a step/status in a pipeline?
Can I move a status from one pipeline to another?
How and what can I export from my pipelines?
What happens when I change or delete a deal status?
Can I copy a deal/project?
Can I filter recently won deals across pipelines?
Why can't I create more pipelines?
How do I use pipeline descriptions?
What does "Closed Deal Values" mean?
How do I get an overview of all deals in my pipeline?
Where can I find deal information linked to a person?
How do I search for a product?