Shared guide

How to use the deals board view

Step-by-step guide covering: Click the CRM link; Click the Deals link; Click the View your Deals on board button.

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Guide Video
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Step-by-step Guide3 steps

  1. Click the CRM link

    Click the CRM link
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  2. Click the Deals link

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

    Click the View your Deals on board button
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