Hibox CRM - Deals
Pipeline View
Last Updated: May 13, 2024The Pipeline View is the main view for each Pipeline, where you will be able to see all o your deals. On your left side menu, click on “Deals”. Click on “Pipeline View” Click on the dropdown to see throughout...
Editing a pipeline
Last Updated: February 12, 2024Hibox CRM gives you the ability to have different pipelines that you can manage and customize. Click on the “DEALS” section on the left-side menu. Click on Pipelines. Visualize all of your currently active pipelines on this list..
Create a Deal
Last Updated: October 14, 2023The Pipeline View is a powerful Dashboard in Hibox CRM that helps you visualize and manage your sales actions and deals process. Log in to your Hibox CRM account and go into the “Deals” section on your left-side menu.You can...
Pipelines
Last Updated: April 8, 2024Hibox CRM gives you the ability to have different pipelines that you can manage and customize. Click on the “DEALS” section on the left-side menu. Click on Pipelines. Visualize all of your currently active pipelines on this list.. Enter any...
