Visualize All Deals

< 1 min read

On your left-side menu. Click on “Deals” and then on “All deals”
You can change the Deals view between Items or List view.
On the List view, you can manage the data table information by clicking on this button.
There are different filters so you can organize your leads in the best way possible. You can find them on the top-center menu. The filters can be used by; “Owner, lead group,created date, deals with proposals, status, tags, and deal value”.

Hibox A.I CRM, Hibox CRM

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