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Every customer as a row, grouped by stage. Click any cell to change it; add your own columns.
| Customer | Stage | Owner | Priority | Deal value | Expected close | Next task | Company | Tags | ||
|---|---|---|---|---|---|---|---|---|---|---|
| + Add a task | ||||||||||
| Nobody here. | ||||||||||
| Nobody here. | ||||||||||
| Nobody here. | ||||||||||
To give customers an owner, add your team on the Finance tab.