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ACT sales cycle

New Member
Posts: 13
Country: UK

ACT sales cycle

Another thing regarding the dashboard - how can you define your own sales pipeline? I seem to only be able to use the default ACT sales cycle...
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT sales cycle

Have you created and used your own cycle as per this ACT! Knowledge Base article - http://tinyurl.com/228k2t
 
Then customise the Dashboard as per this article - http://tinyurl.com/ynko6l