Track deals in your pipeline
Create deals, move them through stages on the board, and set up your own pipelines.
Open CRM > Deals. Deals open on the board view by default, with one column per stage. Use the icons at the top to switch to the list or the forecast.
Create a deal
Click + Deal, enter the Deal Name, pick the Contact, Pipeline and Stage, and add a Value ($) and Expected Close Date if you know them. Click Create Deal. From a contact's page, Convert to Deal does the same with the contact filled in.
Move deals along
On the board, drag a deal card to another stage. In the list view, tick deals to change their status (Open, Won, Lost) or owner in bulk. Switch the owner filter between My Deals and Everyone.
Forecast
The forecast view shows your open pipeline, an AI-weighted total, commit and upside, deals at risk or slipped, a rollup per rep and an inspection queue of deals worth a look.
Set up pipelines and stages
Open CRM > Pipelines and click New Pipeline. Give it a name and currency, add stages and click Create Pipeline. Click the gear on a pipeline to rename stages, set each stage's Win Probability (%) and color, and mark which stages count as Won or Lost.