This guide will walk you through the steps to create a new opportunity in the automation platform. Follow these instructions to ensure you have entered all...
If you need to delete an opportunity in JeffreyAI’s pipeline view, follow these simple steps: Note: Once deleted, the opportunity cannot be restored. Make...
Customising your pipeline stages in JeffreyAI allows you to tailor the sales process to match your unique workflow. Follow these steps to adjust your pipeline:...