Pipeline in depth: deals
Stages and what a deal needs before it moves, the deal’s details and people, three views of every deal, won and lost, acting on many at once, and checking stock before you promise.
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This video assumes you know what is shown below.
- Language
- English
- Length
- 5:01
- Subtitles
- English
Chapters
- 0:00Where this lives
- 0:33Stages and probabilities
- 0:54What a deal needs before it moves
- 1:14Create a deal
- 1:31The deal's details
- 1:46Where the deal came from
- 2:00The people on the deal
- 2:26Move the deal forward
- 2:50Three views of every deal
- 3:07Won, and lost
- 3:37Find, filter, act on many
- 3:49Files and history
- 4:04Stock before you promise
- 4:17Duplicate, archive, delete
- 4:27Ask Luma about this deal
- 4:52Wrap-up
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