Sales & customers
Britixo Sales CRM Tutorial: Create Deals and Manage Pipelines
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Britixo Sales CRM Tutorial: Create Deals and Manage Pipelines. Follow the live application screens with clear instructions and English captions.
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Britixo Sales CRM Tutorial: Create Deals and Manage Pipelines. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/sales-crm-create-edit-deals/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/sales-crm/ Understand the Sales CRM workspace: https://britixo.com/help-centre/sales-crm-deals-overview/ Use the deal board, list and filters: https://britixo.com/help-centre/sales-crm-board-list-filters/ Save and reuse personal deal views: https://britixo.com/help-centre/sales-crm-personal-saved-views/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Create an opportunity • Connect the relationship • Review the sales pipeline • Maintain a clear next action Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #SalesPipeline #DealManagement #SalesManagement MORE HELP https://britixo.com/help-centre/sales-crm-configure-pipelines-stages/ https://britixo.com/help-centre/sales-crm-export-account-sales/ #CRMSoftware #CRMTutorial
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