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.
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How to Manage Form Submission in KEBS Deal Management
Learn how to streamline the feedback process, ensure accurate form submissions, and maintain clear communication channels with stakeholders.
How to Manage Team Collaboration | KEBS Deal Management
Learn to effectively assign tasks, share insights, and communicate progress within your team, ensuring seamless coordination and streamlined workflows.
How to Complete Sales Handover Sheet in KEBS Deal Management
Learn how to update key details, capture crucial information, and ensure a smooth handover between your sales teams.
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.
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.
How to Activate/ Deactivate Opportunities Filters in KEBS Deal Management
Our step-by-step demonstration ensures that you'll be able to tailor your filters to your specific needs, enhancing your workflow and focus.
How to Customize & View Summary cards in an Opportunity in KEBS Deal Management
Our expert-led tutorial equips you with the skills to configure summary cards with precision, ensuring they encapsulate the crucial information that drives your decision-making.
How to Edit an Opportunity in KEBS Deal Management
Our step-by-step walkthrough empowers you to make precise edits while maintaining data integrity.
