Help · Connect (CRM)
How to use the pipeline board
New in v0.20: a Kanban board of open deals by stage.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Connect → Pipeline.
- Drag a deal to the next stage.
- Open a deal to win or lose it.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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