Track revenue as it moves from first conversation to signed and paid.
Steps
- 01
Create your first deal
Deals → + New Deal, or convert a qualified lead directly into a deal from its detail page.
- 02
Understand the pipeline stages
Deal Pipeline shows every deal as a card in a column — one column per stage (e.g. New → Quoted → Negotiation → Won/Lost). Drag a card to move it.
- 03
Customize your stages
Deal Pipeline → Settings icon → add, rename, or reorder stages to match how your team actually sells.
- 04
Follow up automatically
Pair a stage with an automation (e.g. "Quoted" → reminder task after 3 days) so deals never go cold silently.
Tips
- Keep 4–6 stages. More than that and the board gets noisy without adding clarity.