Deals
Manage your deals seamlessly into NOVACRM
42 articles
What viewing options are available in the Deals tab?
How to create a new pipeline or category in the Deals tab?
How to edit a pipeline or category name in the Deals tab?
How to delete a pipeline or category in the Deals tab?
How to view deals in a particular category or pipeline?
How to add a new deal in Stage View in the Deals tab?
How do I delete a deal in Stage View in the Deals tab?
How to add a new stage to the pipeline or category in the Deals tab?
How do I delete a stage from a pipeline?
How to change the color of a stage in Deals tab?
How do I edit a stage name in the Deals tab?
How to change a deal's stage in the Deals tab ?
How to archive a deal in the Deals tab?
How do I search for a specific deal in the Deals tab?
How do I unarchive a deal in the Deals tab?
How do I filter deals by creation date?
How do I filter deals by stage in the Deals tab?
How to filter deals by purpose in Deals tab?
How do I add a new deal in List View in the Deals tab?
How can I add an attachment to a deal in the Deals tab?
How to add notes to a deal in the Deals tab?
How many people can I add to a deal in the Deals tab?
How to update mortgage details from the Deals tab?
How many stages can I create in the Deals tab?
How many categories can I create in the Deals tab?
Why can't I see any lead details under the Deals tab?
How should I organize my deals in the Deals tab?
How can I edit a deal from List View in the Deals tab?
How can I delete a deal from List View in the Deals tab?
Deals Page
The Deals page offers a robust framework for managing deals through different stages, providing users with flexibility and control over their work process.
How can I filter out deals?
What are the two views in the Deals ?
How can you archive deals in the Deals Tab ?
How can you edit deals in the Deals Tab ?
How can I search for a deal in NOVA?
How can I view my archived deals?
How can I add a category in the Deals?
How can I add stages in the Deals Tab ?
How can I manage stages in the Deals ?
How can I add a new deal?
Can I add multiple leads under one deal?
How can I change the stage of a deal?
How can I manage the categories of deals?