Sales Pipeline
- Email Sequence Guide
- How to set Trigger For Email Sequence?
- How to add Email Sequence Steps in Pipeline Deal
- How to initiate Email sequence in a deal?
- How to add Files to a deal
- How to add document into a deal
- How to send email to a prospect from a deal
- How to create a activity log inside a deal
- How to add a note inside a deal
- How to create a task inside a deal
- How to create a email sequence inside a deal
- How to create a meeting inside a deal
- How to assign a team member into a deal
- How to create a deal in pipeline
- How to move all deals from one stage to another in pipeline
- How to rename stage in pipeline
- How to Duplicate a stage in pipeline
- How to add new stage in sales pipeline
- How to create a Sales pipeline in taskip