Filter Deals
When there are lot of records in the Deals module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, deal stage, email status, etc. You can simply choose the appropriate filter, enter the criteria and apply. All the records which maces the specified criteria will be listed. You can apply upto five filters at a time. See More.
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Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?
When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others. An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that ...View Deals
The Deals module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My Deals, Closing this Week, Closing ...Manage Deals
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