Shared guide

How to mark a deal as won

Step-by-step guide covering: Click the CRM link; Click the Deals link; Click the Closed Lost (DocuFast Sales Pipeline) option; Click the Closed Won option.

viktoriaviktoria
·4 steps·9 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide4 steps

  1. Click the CRM link

    Click the CRM link
    Loading screenshot…
    100%

  2. Click the Deals link

    Click the Deals link
    Loading screenshot…
    100%

  3. Click the Closed Lost (DocuFast Sales Pipeline) option

    Click the Closed Lost (DocuFast Sales Pipeline) option
    Loading screenshot…
    100%

  4. Click the Closed Won option

    Click the Closed Won option
    Loading screenshot…
    100%