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Deals and Stages
These Help Articles Will Cover The Deals and Stages on the Pipelines
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 Delete a Deal
How to Start a New Deal
Archiving an Appointment Request and Deal Simultaneously
Why Do I have 2 Deals Cards For the Same Contact?
Difference Between Cold Leads and Warm Leads
How To-Moving Deals Manually on a Mobile Device
How to Cancel a Deal That Was Already Accepted?
Manually Moving a Deal to Project Accepted
How to Assign a Salesperson to a Deal?
How to Change the Deal Name
How to Change the Job Address
How to Assign a Salesperson to an Appointment?
How to Add a New Stage?
How to Import Contacts to DripJobs
How To-Manually Moving a Deal Card to a Different Stage
How to Navigate the Jobs List
Where to Add and Edit Card Labels
How to Add Card Labels to Deals
How to Advance a Deal From the Deal Card
How to Disable/Enable the Drips for a Customer From the Deal Card
Creating a New Proposal From the Deal Card
How to Archive a Deal From the Deal Card
How to Add Customer Notes to the Deal Card Quickly
How to Open the Deal Command Center From the Deal Card Buttons
Viewing a Client’s Contact From the Deal Card