The Deal Planner lets you handle different tasks like adding a deal, adding its subtask, and then categorically adding the data and lists after creating a customized form. The deal planner also lets you add extra columns for extra fields while managing the status and priority basis of the deals. The My Activity tab shows you the deal's activities over time and you can filter these by client, lead, team, status, month, and week. There is a Kanban view option that lets you drag and drop from one status to another while also adding a chart view.

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