Pipeline & Reporting
- Getting Started with Pipeline and Reporting
- Pipeline Page
- Pipeline - Kanban View
- Pipeline - Forecast View
- Deals
- Deal Custom Fields
- Set default Deal Preferences
- Deal Velocity and Inactive Days
- How to import deals into OnePageCRM
- How to export deals from OnePageCRM
- Quick Quotes - Send email-based quotes
- Dashboard
- Activity Reporting
- How to create Custom Reports
- How to use Catalog Items and Bundles
- Non-sales use case preferences
- Delivery Pipeline: A light project management tool for Won Deals