“Deal forecast” and “deal board” are two different names for the same thing. They are essentially the same, but they’re located in different areas of the CRM. The deal board…

Deal Name, because you have to know this in order to find the deal in the CRM. Contact, because if you forget to add the contact, the deal will be…

By creating a saved filter of contacts who haven’t been followed up with recently. By creating a saved filter of contacts who have multiple deals associated with them. By using…

True. Updates are added to the contact timeline every time a deal they’re associated with moves to a new deal stage. True. Deals are simply properties on the contact record,…

On the deal record On the timeline of any contact or company associated with the deal On the Deals page All of the above

Personalization tokens Fill-in-the-blank areas Static text None of the above

Personalization tokens Fill-in-the-blank areas Static text None of the above

Personalization tokens Fill-in-the-blank areas Static text None of the above

Personalization tokens Fill-in-the-blank areas Static text None of the above

Personalization tokens Fill-in-the-blank areas Static text None of the above