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Deals, Organizations & Individuals
Deals, Organizations & Individuals
Know how to organize the different aspects of your business
16 articles in this collection
Written by
Support
Duplicate Contacts
How to deal with duplicate records in SalesSeek or when importing.
Written by
Support
Updated over a week ago
Filters in the Activity Feed
Learn how to filter the Activity Feed to get only the information that's important to you.
Written by
Support
Updated over a week ago
What are Organizations in SalesSeek?
Written by
Support
Updated over a week ago
What are 'Individuals' and what are 'Leads'?
Written by
Support
Updated over a week ago
Create a new Individual / Organisation / Deal
How to quickly create new individuals, organisations or deals.
Written by
Support
Updated over a week ago
Merging Records
SalesSeek makes it really simple to merge duplicate Individuals, Organizations and Deals.
Written by
Support
Updated over a week ago
Bulk Updates and Deleting Records
Written by
Support
Updated over a week ago
Multi Funnel
Written by
Support
Updated over a week ago
Moving Deal Phases
How to update a deal from one phase to the next.
Written by
Support
Updated over a week ago
Deals Section
Written by
Support
Updated over a week ago
Filtering in the Deals Section
Segment your opportunities for live forecasts or historic reporting.
Written by
Support
Updated over a week ago
Deals on Dashboard
Written by
Support
Updated over a week ago
Tags
Organization. Tags for individuals, organizations, deals and activities in SalesSeek.
Written by
Support
Updated over a week ago
Fullscreen Funnel
Written by
Support
Updated over a week ago
Phase Zoom
Written by
Support
Updated over a week ago
What are Elephant Deals?
Written by
Support
Updated over a week ago