Pipeline & Reporting
- How to edit your Pipeline targets?
- How to use Pipeline filters?
- How to 'drag and drop' deal stages in Kanban Pipeline
- How to add, view and edit a deal in Kanban pipeline
- How to use Quick Quotes to send email based quotes
- Pipeline: Weighted & Unweighted
- Multiple Pipelines
- How to add /edit /remove a deal?
- How to add/edit/remove deal stages?
- How to create a multi-month deal?
- How to re-assign deals within an organization
- How to export deals from OnePageCRM
- How to create margin-based deals
- How to enter a custom field value for a deal
- How to clone a deal in OnePageCRM
- Activity Reporting
- How to create Custom Reports
- How to set a default commission
- OnePageCRM Pipeline - Forecast view
- How to import deals into OnePageCRM