Deals & Pipeline

Track sales opportunities and pipeline

Manage your sales pipeline with deals. Track opportunities from initial lead through to closed-won, with full visibility into your sales funnel.

Deal Properties

Track important deal information:

• Title - Name of the opportunity
• Value - Potential deal amount
• Account - Associated company
• Expected Close Date - When you expect to close
• Probability - Likelihood of winning (0-100%)
• Priority - Deal importance

Pipeline Stages

Move deals through your sales process:

• Lead - Initial inquiry or contact
• Qualified - Confirmed as a real opportunity
• Proposal - Estimate or proposal sent
• Negotiation - Discussing terms
• Won - Deal closed successfully
• Lost - Opportunity didn't close

Pipeline View

View deals in a kanban board organized by stage. Drag and drop to update deal stages and get a visual overview of your pipeline.