Workflows and Deals
How to create and manage Workflows and Stages?
Impact of permissions to deal, contact and task visibility
How to unlock settled deal?
GEM NZ - Refix Imported deals
Managing deals migrated from Baseplate
GEM NZ - Baseplate Migration
How to Proceed to Apply Online
Using integrations to verify client's position
How to delete (remove) contact
How to delete contact from a deal
Using Labels for Deals and Filtering
Duplicate Deal (and Client Profile / Fact Find information)
No Deals option in main menu
How to change Deal status or delete it?
Working in Deals - Notes, Tasks, Document, Client profile/Broker tools
Moving Deal through the workflows and stages
