BenchmarkONE Help Deck
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Deals
Deals
Learn how to set up your deal stages, create deals manually or through automation, track sales through reporting, and more!
Create & Report
Explanation of BenchmarkONE Deals
Create a Deal: Step-by-Step Guide
Create a Deal by Automation
Create a Deal Manually
Sales Reports Overview
Customize and Filter
Set Up and Customize Deal Stages
Customize the Deals List View
Filter the Deals List View
Guide to Associated Deals Filters
Using the Deal Status Bar
Deal Actions
Apply Actions to Deal Records
Bulk Edit Deal Fields
Export Deals
Flowchart Examples
Flowchart: New Deal Process Automation [Basic]
Flowchart: New Deal Process Automation [Advanced]
Flowchart: Sales Sequence from Nurture Campaign