Tags deal board

What’s the difference between the deal forecast and the deal board?

Below is the answer and explanation for what’s the difference between the deal forecast and the deal board? What’s the difference between the deal forecast and the deal board? “Deal forecast” and “deal board” are two different names for the same thing. They are essentially the same, but they’re located in differen...

What’s the best way to create an end-of-the-month to-do list?

Below is the answer and explanation for what’s the best way to create an end-of-the-month to-do list? What’s the best way to create an end-of-the-month to-do list? By creating a saved filter of contacts who haven’t been followed up with recently. By creating a saved filter of contacts who have multiple deals assoc...