Deals
Track your sales pipeline and manage deals from lead to close.
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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...
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Bulk Follow-ups
Generate and send follow-up messages for multiple overdue deals at once. How to get there: Go to Deals in the top menu → navigate to...
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Customizing Pipeline Stages
Configure your deal stages to match your sales process. How to get there: Go to Deals in the top menu → click the settings icon to customize stages....
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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...
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Rows & Swimlanes
Organize your deals into rows (swimlanes) for better organization when managing multiple projects, clients, or teams. How to get there: Go to Deals in...
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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...
