Deals
Not connected to saved data. Changes stay in this tab only.
Dashboard
Deal leaders
Won and lost use the period above. Open pipeline is everything still in play.
Pipeline by stage
Open deals, total amount per stage.
Weighted forecast by close month
Open deals weighted by stage probability.
Accounts
Super adminSales team accounts
Each rep only sees and edits their own deals and contacts. You see and edit everyone's.
Add an account
Use the Google email they sign in with. They can sign in at this address as soon as you save it.
