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Switching Between Pipeline View and List View
Easily switch between views to manage your opportunities in a way that suits ...
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Adding Tags to an Opportunity
Tags help you categorize and organize opportunities for easier tracking and f...
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How to Use the CRM Questionnaire
The CRM Questionnaire is a customizable list that can help you further the pr...
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How to Keep Track of Samples Given
Samples can be managed within a single opportunity, or across multiple oppo...
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How to Use the CRM Pipeline Workflow
This article will cover the overview of the Pipeline screen in CRM. It will h...
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How to Read and Use Opportunity Cards
Opportunity cards are your way of tracking a sales opportunity from start to ...
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How to use the CRM Chat Feature
How Does the CRM Chat Feature Work? Initial contact with the customer can be ...
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Contacting the Customer in CRM
All opportunities that are in the Contact stage can been seen through the Pip...
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Marking an Opportunity as Lost or Deleting an Opportunity
Note: Marking an opportunity as Lost or Deleting it will affect your CRM R...
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The Products Stage
In this stage products with room assignments can be added. These options can ...
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The Measure Stage
The Measure stage allows you to schedule a custom measure appointment for the...
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The Quote Stage
When a Measure project related to an opportunity has been published, or produ...
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The Order Stage
Once a quote has been approved an order can be created. When an order is crea...