Symbient Opta User Documentation
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How to Search Customer Deal Stages

Prerequisites: Deal Stages
Alternatives: None See Also: Delete Deal Stages

  1. After having created and saved a Deal Stage, you can search for the Deal Stage by clicking on CRM > Deal Stage from the left-side menu.
  2. Choose the Search method you'd like to use
    1. How To Use Advanced Search
    2. How To Search Using Search Box
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