Set and Manage Commission Rates for Your Deals

Revenue Types

Filter, Save, and Share Priority Deal Lists

Kanban Board

Who Can Edit a Deal's Actual Close Date?

How Pipeline CRM Calculates the Weighted Forecast

Identify Stalled Deals in Your Pipeline

Track Deal Stage Changes in Pipeline CRM

Reassign Deals

Clone Deals

Share Deals

Associate Deals to People

Merge Deals

Deal Intelligence Fields

Archive Deals

Delete Deals

How to Add a Deal

Deal Profile Overview

Deal Status

Multiple Pipelines