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.
How to create an Opportunity in KEBS Deal Management
Discover step-by-step instructions to tailor opportunities to your business needs, ensuring accuracy and efficiency.
How to Deactivate an account in KEBS Deal Management
Learn how to effortlessly deactivate accounts while retaining essential information for future reference.
How to Manage Team Members of Accounts 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 Add Attachment Files to an Account in KEBS Deal Management
Learn how to keep all your account-related information organized and easily accessible.
How to Create/ Edit Address of an Account in KEBS Deal Management
This step-by-step tutorial guides you through the process of adding or modifying address details, ensuring accurate and up-to-date information.
How to View & Edit Notes in Account in KEBS Deal Management
This tutorial walks you through the process of accessing and updating activities, ensuring you stay on top of your tasks and never miss a beat.
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.
