Deals Questions
- Re-ordering fields in the Deal list
- Deal Lists and Views
- What are tags for?
- How do I edit or delete tags I have created?
- Which field should I add to my deal flow list?
- One-Click Filters
- The difference between Company and Deal Name fields
- Should I use an Associated Contact or a Contact Reference Field?
- Lists in 4Degrees
- Best Practices for Creating a Deal Automation
- How to Pin Columns
- Next Meeting Date
- Emailing new deals into 4Degrees
- How To Archive A Deal List
- Deal List Templates
- Printable Deal Details
- How to Authorize 4Degrees to send emails using Postmark
- Uploading a Deal CSV - Quick Start Guide
- When to use Single Select vs. Multi Select vs. Text
- Automations - triggers and actions