Deals
Learn how to manage and configure Deals (expiration, approval, conflicts, etc)
- How to set up acknowledgement emails for Deals?
- How to allow resellers to select products during deal reg?
- How to customize deal pipeline?
- How to detect channel conflicts on deals?
- How to customize the Deal Registration Form?
- What are line items?
- How to prevent partners from updating deal stages?
- How partners can request quotes?
- How to export data?
- How to set the owner as the deal validator?
- How to prevent my partners from updating deals?
- How to manage deal expiration?
- How to mention?
- How to prevent my partners from registering deals?
- How to write a note?
- How to change the source partner on a deal?
- How to comment on a note?
- How to create a task?
- How to copy values when converting a Lead to a Deal?
- How to use Views?