How to Manage Leads Status in KEBS Deal Management
Discover valuable insights on optimizing lead progression, ensuring seamless collaboration among team members, and making informed decisions based on real-time status updates.
How to Customize & View Leads Summary cards in KEBS Deal Management
Learn how to organize data, prioritize key details, and create a streamlined overview of your leads' critical insights.
How to Edit existing Leads in KEBS Deal Management
Learn how to seamlessly navigate through lead profiles, apply changes, and ensure your lead data is always up to date.
How to create new Leads in KEBS Deal Management
The Step-by-step process from data entry to lead assignment, empowering you to harness the full potential of KEBS Deal Management for effective lead tracking and conversion.
How to manage Templates in Opportunity in KEBS Deal Management
Guide how to effectively utilize templates to expedite your workflow, ensuring consistency and accuracy throughout your Opportunity processes in KEBS Deal Management.
How to add Attachments for Opportunities in KEBS Deal Management
Learn how to enhance communication, streamline collaboration, and maintain a well-organized repository of crucial information within your Opportunities.
How to create Resource request – Opportunity of KEBS Deal Management
Discover how to effectively communicate resource needs, allocate tasks, and ensure seamless collaboration with your team.
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.
How to manage Notes in Opportunities in KEBS Deal Management
This tutorial walks you through the process of accessing and updating notes, ensuring you stay on top of your tasks and never miss a beat.
Days Inventory Outstanding
Optimize Cash Flow and Reduce Days Inventory Outstanding (DIO) for Financial Excellence.
