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About the Deal Pipeline

General information on the deal pipeline

Jenny avatar
Written by Jenny
Updated over 4 months ago

NOTE: Deal Pipeline has replaced the traditional "Favorites" functionality. All your previously favorited deals have been migrated to the pipeline

What is the Deal Pipeline?

The pipeline is a way for you to not just favorite a deal you are interested in, but also manage what stage each deal you are pursuing is in!

What all can I do with the pipeline?

  • Add deals to the pipeline with a single click, similar to how you used to "favorite" a deal

  • Move a deal through preset stages, for better tracking on the state of the deal

  • (Ultimate Users) : Add and Remove custom stages, so you can tailor your deal pipeline for how you manage your deals

  • (Coming SOON!) : Ability to add your own custom deals to the pipeline

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