ClearCRM

This article provides an overview of the Deals section under Setup, explaining its functions and how it helps configure deal management.

Deals Setup in ClearCRM (Setup > Deals)

This article explains how to manage Deal Sources in ClearCRM, which categorize where deals originate.

Managing Deal Sources in ClearCRM (Setup > Deals > Sources)

This article explains how to manage Deal Pipelines, which define the structured process that deals follow from start to completion.

Managing Deal Pipelines in ClearCRM (Setup > Deals > Pipelines)

Learn how to track and manage sales opportunities using the Deals section in ClearCRM.

Getting Started with Deals

Elvin Khudiyev

Deals

Find answers and get help from Intercom Support and Community Experts

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