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Watch the DealFuse walkthrough

Under four minutes, start to finish: one new seller from the dashboard to a booked appointment, then a day of to-dos.

In this video

  1. 0:00The dashboard
  2. 0:19The pipeline boards
  3. 0:47Add a new lead
  4. 1:22Notes on the Message Board
  5. 1:33Set the status to Hot
  6. 1:43Push to Calendar
  7. 1:53The calendar
  8. 2:03Your daily to-dos
  9. 2:22Complete a to-do
  10. 2:39Deal Numbers
  11. 2:51Location in boards
  12. 3:04Pipeline filters
  13. 3:17Import from another CRM

Prefer to read? The same workflow, step by step with screenshots →

Dashboard