Pipeline and deals

Move deals through stages, add products and close them as won or lost.

For: Sales reps and managers

Steps

Open Sales → Pipeline. Each column is a stage with its probability, total value and number of deals.
Drag a card to another stage, or use the card's Move to menu (works with keyboard and touch).
Switch to List to sort and scan deals, or tick Only my deals.
Open a deal to edit its details, next step and competitors, link contacts and add product lines. Prices come from your price lists, with discounts and SST.
Select Get insight for an AI win chance and suggested next steps.
Mark the deal Won, or Lost with a reason.

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