ClearCRM

This article provides a step-by-step guide on creating a new Deal in ClearCRM.

How to Create a New Deal

Learn how to switch to Kanban and back to List

How to Switch Between Kanban and List

This guide walks you through accessing and understanding the Deal Details page.

Understanding the Deal Details page

Learn how to export the deals into various formats

How to Export Deals in ClearCRM

This article describes the process of editing an existing Deal.

Editing a Deal in ClearCRM

Visually manage your deals through every sales stage with an intuitive drag-and-drop interface.

Understanding the Kanban View of Deals in ClearCRM

Elvin Khudiyev

Deals

Find answers and get help from Intercom Support and Community Experts

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