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How to mark deals as won or lost

In this concise guide, you'll learn how to efficiently mark deals as won or lost within the BMX platform.

victoriaworkflowsvictoriaworkflows
·7 steps·70 views·Published

In this concise guide, you'll learn how to efficiently mark deals as won or lost within the BMX platform. Follow step-by-step instructions to update deal statuses and provide reasons for losses, ensuring your pipeline stays organized and up-to-date.

Step-by-step Guide7 steps

  1. Click BMX dealBMX, Anna Davies

    Click BMX dealBMX, Anna Davies
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  2. Click Won

    Click Won
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  3. Click Save

    Click Save
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  4. Click ETP deal

    Click ETP deal
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  5. Click Lost

    Click Lost
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  6. Type "Went with another service"

  7. Click Mark as lost

    Click Mark as lost
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