Managing Deals (Leads)
Manage your deals (leads) in WIZniche
3 articles
Deals: Moving Deals through Deal stages (Drag & Drop)Updating the status of a lead using the Kanban view.
Deals: Filtering, Sorting, and Organizing your Deals BoardUsing visualization tools to find specific leads and track progress.
Deals: Using the Deal Details (Sidebar)Managing client interactions directly from the deal card.
