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Deal Management

Section IconGetting Started with Deals

dot-circleUnderstanding Deal Terminology in Twozo CRM
dot-circleHow to Create a New Deal in Twozo?
dot-circleWhat is Global Search, and how do I use it?

Section IconManaging Your Sales Pipeline & Stage

dot-circleHow to Create a New Sales Pipeline & Stages?
dot-circleHow to Update an Existing Pipeline or Stage?
dot-circleManaging Deal Cards in the Pipeline View

Section IconHow to Use Filters and Sort Deals?

dot-circleDefault Saved Filters
dot-circleSorting Deals in Twozo

Section IconWorking with the Deal’s List View

dot-circleCustomizing the List View: How to Edit Columns
dot-circleExecuting Bulk actions on Multiple Deal
dot-circleReviewing Deals in the Summary View
dot-circleHow to Manage Archived Deals?

Section IconReviewing Individual Deal Records

dot-circleAccessing the Deal Detail View
dot-circleDeal Information & Details

Section IconForecasting and Analysing Sales Performance

dot-circleCustomizing the Forecast View
dot-circleSwitching Dates in Forecast View
dot-circlePredicting Revenue Using the Forecast View

Section IconManaging Existing Deal Records

dot-circleHow to Update an Existing Deal Record?
dot-circleHow to Merge Duplicate Deals?
dot-circleHow to Clone a Deal?

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