Now you can track people, companies, AND deals! Visualize what matters to you in a customized pipeline and match it to your team’s workflow.
How does it work?
Juggling multiple opportunities per client? Want to see all your deals and where they are in your sales funnel? Get it all out of your head and into your CRM! It’s gonna be a game-changer.
Check out Julie’s video walk-through and find out more on the Help Center.
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