Getting Started

Get started with Focus - learn how to create your pipeline, create and manage deals and learn more about the pipeline process.


Quick Start

Starting out with Focus
Video (3:36)

Focus in Action

An Overview of Focus
Video (2:23)

The Pipeline Process

The Pipeline Process
Slideshow


Creating a Pipeline

The Pipeline Startup Wizard
Video (3:40)

Adding Deals - Basic

Adding Basic Deal Details
Video (2:28)

Adding Deals - Advanced

Adding Advanced Deal Details
Video (3:44)


Moving Deals

Moving deals in your pipeline
Video (3:35)

Performance Dashboard

Tracking your Performance
Video (5:08)

Lines of Business

Creating Lines of Business
Video (3:22)