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SALES PIPELINE
Learn how to manage your sales pipeline, close deals faster and unlock your true sales potential.
Show sum of your deals in given pipeline stage
How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
Sales Pipeline Forecast
How to automatically set the value of the products assigned to the deals as the deal price?
How to assure that deals always have the upcoming activities planned? Task management in the Deals section.
How to clone the deal?
How to create the Sales Pipeline?
How do Deals drag and drop work in Teamgate?
How to move Deal through stages?
How to change stage title?
Can I create a multi pipeline?
Collapse / Expand Sales Pipeline Stages
How can I add a new Deal?
How can I delete a Deal?
How can I change owner of a Deal?
How can I see my lost or won deals?
How to export your sales pipeline / deals?
What are deal loss reasons?