Symbient Opta User Documentation
Topics
Home FAQ Assets

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
Copyright © 2024 Lucus Labs, LLC - All Rights Reserved