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  3. Help & Support

Help Center

Answers to common questions, or send us a message.

FAQ

How is win rate calculated?

Closed-won deals divided by all closed deals in the selected period.

Can I change the reporting period?

Yes. Use the calendar button in the header; KPIs and charts update instantly.

How do I move a deal between stages?

Open Sales Pipeline and use the menu on any deal card.

Contact support