Step-by-Step Guide: Creating Pipelines Pipelines play a crucial role in automating and streamlining business processes in DealTrail. Whether you're managing leads, nurturing prospects, or closing deals, creating pipelines can significantly enhance your e ...
Understand how to use opportunities in other DealTrail modules like Workflows, Dashboards, etc. Automating Opportunities Automating opportunities in DealTrail is a straightforward process that can be accomplished using the platform's powerful workflow b ...
Filtering, searching and sorting opportunities Filtering Opportunities Creating a Filter Filters can be accessed by clicking the filter icon in the top right corner of the opportunities board. Multiple filters can be applied at the same time in two d ...
Bulk Edit Opportunities Bulk Edit Opportunities feature is designed to streamline your workflow by allowing you to update multiple fields across multiple opportunities simultaneously. This feature only works in conjunction with the List View for Opportu ...