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Deals & Pipelines - FAQ
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Can I filter deals/projects?
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How are won or lost deals/projects handled in sales activities?
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Can I change the statistics shown on the widgets in each pipeline?
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How do I get started with multiple pipelines?
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Which pipeline will my deals/projects end up in?
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Where can I see all pipelines?
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How do I create a new pipeline?
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How many pipelines can you use?
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What is a pipeline?
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Can I edit an existing deal?
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Can an employee be responsible for a pipeline?
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How do I get a good overview of all pipelines?
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Can I move a deal/project from one pipeline to another?
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How are custom fields, sources, and tags linked to pipelines?
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Why can't I delete a pipeline?
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Why can't I delete a step/status in a pipeline?
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Can I move a status from one pipeline to another?
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How and what can I export from my pipelines?
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What happens when I change or delete a deal status?
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Can I copy a deal/project?
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Can I filter recently won deals across pipelines?
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Why can't I create more pipelines?
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How do I use pipeline descriptions?
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What does "Closed Deal Values" mean?
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How do I get an overview of all deals in my pipeline?
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Questions & Answers - FAQ
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Deals & Pipelines
Can I copy a deal/project?
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No, that is currently not possible.
If you'd like this feature, please let us know, or even better, give us feedback directly in Lime Go via the search bubble in the left corner.
What happens when I change or delete a deal status?
Can I filter recently won deals across pipelines?
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