Deal Management

Getting Started with Deals

What are Deal Fundamentals in Twozo?

How to Create a New Deal in Twozo?

What is Global Search and how do I use it?

Managing Your Sales Pipeline & Stage

How to Create a New Sales Pipeline & Stages?

Updating an Existing Pipeline or Stage

Managing and Moving Deal Cards in the Pipeline View

How to Use Filters and Sort Deals?

Default Saved Filters

Sorting Deals in Twozo

Managing Deals in List & Archive View

Customizing the List View: How to Edit Columns

Executing Bulk actions on Multiple Deal

Reviewing Deals in the Summary View

Managing Archived Records

Reviewing Individual Deal Records

Accessing the Deal Detail View

Deal Information & Details

Forecasting and Analysing Sales Performance

Customizing the Forecast Data

Switching Dates in Forecast View

Predicting Revenue Using the Forecast View

Managing Existing Deal Records

How to Update an Existing Deal Record?

How to Merge Duplicate Deals?

How to Clone a Deal?