Multiple Deal Pipelines

Admin User: Setting Up

1. Go to Deals.
2. Hit the Gear in the top left corner.
3. Hit the plus  in the top right corner, and enter the name for the new pipeline.
4. Click on the Name of the new pipeline.
5. Hit the plus in the top right, and start setting up the stages for the new pipeline.
6. After you've set up at least one Open and one Closed stage, your pipeline can be used from both the Web, and the Mobile.

From the Web: Managing

Adding a Deal

1. Select the Deal Pipeline in the top left drop-down.
2. Hit the plus button in the top right.
3. Fill in the Details and select the Pipeline you want the Deal to land in. It will auto-default the Stage to the first stage from the selected pipeline.
4. Hit Save.

From the Mobile: Managing

Managing Deals on Mobile

1. Dashboard Overview:
   1. View all active deals assigned to you.
   2. Create new deals using the plus button at the top.
   3. View deals by open or closed status.                       
2. Filtering Deals:
   1. Use filters to change the view of your deals (e.g., by amount, projected close date, name).
   2. Select specific pipelines and stages to narrow down your deals.
3. Viewing Deal Details:
   1. Open deals to view detailed information such as pipeline, expected close date, and value.
   2. Add notes or tasks quickly.
   3. Edit deals and move them between stages or pipelines.

Managing Deals for Specific Accounts

1. Account Details Page:
   1. Access the account details page from the map or list view.
   2. Go to the actions tab to see deals related to the specific account.
2. Creating and Managing Deals:
   1. Create new deals for the account, selecting the pipeline, stage, value, projected close date, and contact.
   2. Filter deals by pipeline or stage to focus on specific situations.
3. Adding Notes:
   1. Leave notes directly on deals from the quick add note area or the notes feed.
   2. Ensure notes are linked back to the relevant deal.