Keep track of leads and close deals
Learn to track leads through a sales pipeline.
Learn to manage incoming support tickets with pipelines
Learn to track candidates through a hiring pipeline.
Track projects and tasks to completion
Manage home buyers and sellers or recruit new agents
Build and maintain your partners and business relationships
Learn how to organize your fundraising efforts in a pipeline
THIS IS A PLACEHOLDER VIDEO SCRIPT :)
Filter, sort, and group boxes using saved views
Create pipeline filters and segments with Saved Views
How to create custom reports from saved views
Create reports with granular data and custom visualizations
View boxes from a saved view in your inbox
See your saved view results in your inbox.
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