How to manage Opportunities Team Members in KEBS Deal Management

Learn how to seamlessly add or remove team members based on their roles, ensuring streamlined communication and enhanced productivity.

By |2023-09-19T18:47:35+00:00September 19, 2023|Videos|Comments Off on How to manage Opportunities Team Members in KEBS Deal Management

How to Add new Activities to Opportunity in KEBS Deal Management

Whether it's meetings, follow-ups, or important milestones, this tutorial guides you through the process of creating and tracking activities for your Opportunity.

By |2023-09-19T18:46:37+00:00September 19, 2023|Videos|Comments Off on How to Add new Activities to Opportunity in KEBS Deal Management

How to View & Change Opportunity Hierarchies in KEBS Deal Management

With our detailed walkthrough, you'll gain a deeper understanding of the hierarchy structure and its impact on your decision-making process.

By |2023-09-19T18:45:07+00:00September 19, 2023|Videos|Comments Off on How to View & Change Opportunity Hierarchies in KEBS Deal Management

How to Navigate Detailed View of Opportunity in KEBS Deal Management

In this tutorial, we provide a step-by-step walkthrough, helping you effortlessly access and explore the comprehensive details of an Opportunity.

By |2023-09-19T18:44:46+00:00September 19, 2023|Videos|Comments Off on How to Navigate Detailed View of Opportunity in KEBS Deal Management
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