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ElevateAI
Training library

Opportunities

2 lessons 路 10 min

Topic guide (PDF)
  1. Lesson 1Touring Opportunities & PipelinesFind your way around the deal board, its controls, and the three top tabs, and explain why deals are tracked by stage. 1 minbeginner Video Guide
  2. Lesson 2Creating a Pipeline & Its StagesBuild a pipeline with your own stage names, put the stages in order, and control which stages show in dashboard charts. 9 minbeginnerFast track Video Guide