Deals and pipelines

Add a deal

1. Open Deals and click New deal, or click Add a deal on a contact or company.
2. Give it a name, value, stage, close date and owner, then click Add deal.

Work the board

• Each column is a stage. Drag a card to another column, or use its Move menu.
• Switch between Board and Table at the top. In Table, tick deals to move them, assign an owner or delete them.
• Open, Forecast and Won at the top add up the pipeline. Forecast is each open deal's value times its chance to win.
• Replies tagged Interested, Meeting or Won open and move deals by themselves.

One deal

• Change the stage from the menu at the top. Every move is written to the deal's activity.
• Add products with a quantity and unit price; the deal is then worth their total.
• When a deal is won or lost, record why under Edit details. Reports count the reasons.
• Log calls, meetings and notes, and add tasks, right on the deal.

Pipelines

Owners and admins add pipelines and edit their stages in CRM settings. Each stage is open, won or lost and has a chance to win.