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Video recorded on September 1, 2020
What was covered:
- Security group permissions for sales pipeline
- Assigning linked agents and accessible agents to users
- Turning a team into a sales team
- Setting up a sales pipeline
- Creating opportunities
- Adding opportunity products
- Viewing an opportunity's timeline of events
- Using the leads list as a hub to manage your lead follow-ups and to-dos
- Using the opportunities list and board views
- Setting up field options for opportunities and opportunity products
- Assigning type categories for groups and individuals
- Setting up column settings for the leads list and opportunities