FAQs in this section
How can I create a deal?
How can I create a deal from One View?
Can I sync a quote with a deal?
How can I add line items to a deal?
Can I move a deal to another pipeline?
What happens when I sync a quote with a deal?
What actions can I perform on a deal?
What is deal journey view?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Tasks widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

Why should I move a deal to another pipeline?

There might arise a need to move one or more deals to a different pipeline for better compliance with the sales cycle. You can do this from Deal Journey View and select the new sales stage and probability value for a deal.
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