Explainer: Deal intelligenceFollow
Where to go: Deals > Pipeline
Get granular deal intelligence on the Pipeline tab. Here, you'll find a customizable deal board that gives you a holistic view of what’s going on in your deals, enables you to separate fact from fiction, helps you to nail forecast accuracy, and close more deals.
Your org must have a CRM integration to enjoy the benefits of deal boards; we also strongly recommend your org imports emails so that you get the richest possible view of your deal activity.