Run your deals pipeline

The Deals page shows your pipeline as a Kanban board, one column per stage. Switch to List view when you want to scan or sort.

#The pipeline stages

1. Discovery: you are learning what the customer needs.
2. Demo: you are showing the product.
3. Proposal Sent: the customer has your proposal.
4. Negotiation: you are agreeing price and terms.
5. Closed Won: the deal is won.

#Work your pipeline

1. Open Deals

   Choose Deals in the CRM top menu. The header shows how many deals are open and the pipeline value.

   

2. Add a deal

   Select Create Deal, or the + at the top of a stage, and enter the deal name, the customer and its value.

   

3. Move it forward

   Drag the deal card to the next stage as the conversation progresses. Each column header shows how many deals it holds and their total value.

4. Find a deal

   Use the search box above the board to find a deal by name.

   

5. Switch view

   Use the Kanban and List toggle. List view is better for sorting and scanning many deals.

   

6. Close it out

   Drag a won deal to Closed Won. Then create its invoice from Billing.