Potentials

• 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?
• Why should I move a deal to another pipeline?
• 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?