Sales motion

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This section shows you a visual representation of the flow of opportunities through your sales funnel

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Here's how you can set it up:

  • In the right upper corner, you will find the "Select starting status" dropdown menu. You can select the status that you would like to see in the middle of the chart.
  • Next to it, you can find a settings icon, click on it and you will see this menu:

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Here, you can select how many steps you want to see before and after the selected status.

 

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