Deals
Track your sales pipeline and manage deals from lead to close.
-
Follow-up Settings
Configure how Boei schedules and generates AI follow-ups for deals on this website. Each website has its own cadence, so a busy sales site and a quiet...
-
Bulk Follow-ups
Generate and send follow-up messages for multiple overdue deals at once....
-
Customizing Pipeline Stages
Configure your deal stages to match your sales process....
-
Deals & Pipeline
Track sales opportunities from first contact to closed deal. The Deals feature helps you manage your sales pipeline and follow up with potential...
-
Rows & Swimlanes
Organize your deals into rows (swimlanes) for better organization when managing multiple projects, clients, or teams....
-
Managing Deals
Create, edit, and move deals through your sales pipeline....
