Create A Deal
1
Open Deals
Under Core Modules, select Deals.
2
Start a deal
Select New Deal.
3
Enter the details
Complete the deal form, including the client and pipeline information requested.
4
Save the deal
Finish the form to create the deal.
Find And Filter Deals
Use the search box and client selector at the top of Deals. Use Filter by owner to narrow the records by owner. The available views are Active, Archived, and Deleted. The deleted view is available to administrators. Use the view control to switch between list and board views. Select a deal to open its details.Configure A Pipeline
1
Open the pipeline controls
In Deals, select the pipeline settings control.
2
Open the blueprint
Review the pipeline in BlueprintBuilder.
3
Clone a system blueprint
If the blueprint is a system blueprint, select Clone to Edit before making changes.
4
Save your changes
Complete the blueprint editor and save the updated pipeline.
Pipeline editing and deleted records may require administrator permissions.