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Deals

  • What do the 'Sales Pipeline' and 'Filtered Total' mean?
  • Can I change or add colors to Deal Status?
  • Who can change actual close date?
  • Is there any way to do a search to find duplicate deals?
  • How do I set a commission rate?
  • What does the orange ! mean?
  • How can I see when a deal stage changed?
  • How do I add a collaborator to a deal?
  • Can I create Deal tags?
  • We have another sales division. Can we run multiple divisions (with individual reporting) within one PipelineDeals account?
  • Is there a way to report on all deals closing in a certain month?
  • How is the weighted forecast field calculated?
  • Can I set a different commission rate for different deals?
  • How do I list deals by most recent activity?
  • How do I edit a deal's Actual Close date?
  • Why do I not see the option to merge?
  • Why is my delete button gray?
  • Can you share multiple deals with users using bulk action on the Deals tab list view?

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