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Keep contacts and move deals across a pipeline

CRM is included with every account. Contacts, companies and vendors live in one place, and deals move across a pipeline board.

Steps

1. Keep people, companies and suppliers under Contacts, Companies and Vendors.
2. Open a deal under Deals and watch it move across the board under Pipeline.
3. Name the stages a deal passes through under Pipeline Stages.

Related

• Keep the people at a company up to date