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Deals and Stages
These Help Articles Will Cover The Deals and Stages on the Pipelines
By Tanner and 3 others4 authors11 articles
How to Reopen a Cancelled Deal
How to Delete or Archive Deals
Deleting and Voiding Invoices and Jobs, Invoices - Do Not Delete a Job if the deal is in the Jobs Pipeline, Here's Why:
How to Edit Deal Details
How to Delete a Deal
How to Start a New Deal
Adding a Deal Stage in Pipelines
Manually Moving a Deal to Project Accepted
Archiving an Appointment Request and Deal Simultaneously
How to Send A Blast Email to Customers in a Specific Deal Stage
How to Add a Custom Pipeline Stage