Breezz Support Center

    Pipeline

    Manage your deals, accounts, and contacts.

    Follow these instructions for deleting deals on your pipeline
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    Deleting accounts in Breezz Sales
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    How to export and download a list of your deals, accounts, contacts, or tasks.
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    In a deal, account, and contact record you can add notes, files, and tasks, as well as send emails in the activity stream.
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    Get to know the deals pipeline layout and functionality.
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    You can select a favorite view for your deals, contacts, and accounts
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    Uploading documents and files to your deals, accounts, contacts, and tasks records.
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    Deleting contacts in Breezz Sales
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    Drag and drop your deals through the pipeline
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