How to add New Activities to Contacts in KEBS Deal Management
Learn how to create and schedule activities, set priorities, and associate them with specific contacts.
How to manage & edit Contacts Details View in KEBS Deal Management
Learn how to edit and arrange contact details, add custom fields, and choose the information that matters most to you.
How to Customize Contacts workspace in KEBS Deal Management
Discover how to create a clutter-free, organized environment by customizing your workspace columns, sorting options, and view settings.
How to use Contacts Smart Filtering in KEBS Deal Management
Learn how to combine multiple criteria, refine your searches, and extract valuable insights from your contact data.
How to Customize Contacts Summary Cards in KEBS Deal Management
Discover how to effortlessly customize fields, layouts, and visuals to streamline your workflow and make data-driven decisions.
How to Edit a Contact in KEBS Deal Management
We'll guide how to seamlessly add, edit, and organize contacts, ensuring that your business relationships are always up-to-date
How to create a Contact in KEBS Deal Management
We'll cover essential features, such as contact hierarchy, activity tracking, and more, to help you make the most of your contact management capabilities.
How to add Lead Attachments in KEBS Deal Management
Effective lead management often requires keeping all relevant information in one place, and attaching documents directly to leads is a key feature for achieving this.
How to add Lead Notes in KEBS Deal Management
Efficiently documenting and retrieving important information is crucial for successful lead management.
How to Manage Lead Hierarchy in KEBS Deal Management
Understanding lead relationships and hierarchies is crucial for effective lead management.
