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- Understanding the sales pipeline Leads & Sales Pipeline The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each …
- Managing tasks in Workboard Workboard & Task Management Create tasks, assign them, set priorities and due dates, and track them in a list or on a board. Workboard is where your team keeps track of work. Every task belongs to a project . …