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Access the Deals Board View in CRM

Navigate to the Deals Board View in CRM to manage your ongoing deals, monitor their statuses, and access detailed information about customer interactions and sales opportunities.

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Navigate to the Deals Board View in CRM to manage your ongoing deals, monitor their statuses, and access detailed information about customer interactions and sales opportunities.

Step-by-step Guide3 steps

  1. Click the CRM link

    This action takes you to the CRM section, where you can manage customer relationships and access relevant features such as contacts, deals, and analytics.

    Click the CRM link
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  2. Click the Deals link

    This will navigate you to the Deals section, where you can manage and view information about sales opportunities and customer interactions.

    Click the Deals link
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  3. Click the View your Deals on board button

    By clicking this button, you will access the Deals section, where you can view and manage your ongoing deals, including their current statuses and relevant details.

    Click the View your Deals on board button
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