Managing Deals

Create, edit, and move deals through your sales pipeline.

How to get there: Go to Deals in the top menu → click New Deal or click on an existing deal.

Creating Deals

From the New Deal Button

  1. Click New Deal in the deals page header
  2. Fill in the deal form:
    • Name (required) - Deal title
    • Email - Contact email
    • Phone - Contact phone
    • Company - Company name
    • Value - Expected deal value
    • Notes - Additional information
  3. Click Save

From a Stage Column

Create a deal directly in a specific stage:

  1. Click the + in any stage column
  2. Fill in deal details
  3. The deal is created in that stage

From a Row

If you use rows/swimlanes:

  1. Click + in a specific row and stage
  2. The deal is created in both that stage and row

From Inbox or Contact

You can also create deals from:

Editing Deals

  1. Click on any deal card
  2. The deal edit modal opens
  3. Update any field
  4. Click Save

Editable Fields

  • Deal name
  • Contact information (email, phone, company)
  • Deal value
  • Notes
  • Assigned team member
  • Follow-up date

Moving Deals Between Stages

Drag and Drop

The easiest way to update deal progress:

  1. Click and hold a deal card
  2. Drag it to another stage column
  3. Release to drop
  4. The deal's stage is updated

Via Edit Modal

  1. Open the deal
  2. Change the stage field
  3. Save

Moving Deals Between Rows

If you use rows/swimlanes:

  1. Drag a deal card
  2. Drop it in a different row
  3. You can also move between rows and stages at once

Follow-up Tracking

Set reminders to follow up on deals:

  1. Open the deal
  2. Set a follow-up date and time using the date picker, or use the quick buttons (+1d, +3d, +5d, +7d) to schedule relative to today
  3. Save

Follow-up Indicators

Deal cards show follow-up status:

  • Red - Overdue (past the date)
  • Orange - Soon (within a day or two)
  • Date shown - Future follow-up scheduled

AI Follow-up Generation

Generate a personalized follow-up message using AI:

  1. Open the deal
  2. Click the Generate Follow-up Email button at the bottom of the deal modal
  3. AI generates a follow-up message based on the deal context, contact information, and conversation history
  4. Review and edit the generated message in the text area
  5. Choose an action:
    • Send via Email or Send via WhatsApp - Send immediately through the detected channel
    • Schedule for next working day - Check this option before sending to delay delivery until the next business day
    • Dismiss - Discard the generated message

The channel (Email or WhatsApp) is automatically detected based on the most recent conversation with the contact.

Follow-up Notes

When a follow-up is sent or scheduled, it is recorded in the deal's activity timeline so you can track all outreach from one place.

Bulk Follow-ups

If you have multiple overdue deals, you can generate and send follow-ups in bulk. See Bulk Follow-ups for details.

Deleting Deals

  1. Open the deal
  2. Click Delete
  3. Confirm deletion

Note: Deleted deals cannot be recovered.

User/Client Filter

If you have subaccounts:

  1. Use the dropdown in the header
  2. Filter to see:
    • All clients' deals
    • Specific client's deals
    • Only your deals
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