How to add New Activities to an Account 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 accounts.
How to manage Account Activity in KEBS Deal Management
As a manager, learn how to streamline tasks, track progress, and maintain a holistic view of all activities related to your accounts.
How to view account hierarchies in KEBS Deal Management
As a manager, gain comprehensive insights into the structure and connections within your accounts, enabling better strategic decisions.
How to Redirect Opportunities, Contacts & Leads in KEBS Deal Management
We'll show you how to seamlessly redirect opportunities, contacts, and leads associated with accounts.
How to Navigate Project Details in KEBS Deal Management
Learn how to access key project information, track progress, and manage tasks seamlessly.
How to use Account Smart Filtering in KEBS Deal Management
Learn how to refine your search, save time, and enhance your decision-making process.
How to Sort Accounts Workspace in KEBS Deal Management
We'll walk you through the steps to sort your accounts for better accessibility and streamlined management.
How to Customize Summary Card in KEBS Deal Management
Learn how to showcase the most relevant information, streamline your workflow, and enhance your Deal Management experience.
How to Edit an account in KEBS Deal Management – Step by Step guide
Guide you through the step-by-step process of editing an existing account in KEBS Deal Management.
Accounts Receivable Turnover
Optimize Your Finances and improve Cash Flow with High Accounts Receivable Turnover.
