Deals

Track your sales pipeline and manage deals from lead to close.
  • Review AI Activities

    Open AI Activities from Deals to see what automations have done across your deals. Each row links to the deal and shows why an action happened and its...

  • Automations for Deals

    An automation carries out a set of steps for a deal. Use one for sales follow-ups or for another process, such as customer onboarding. Choose an...

  • Follow-up Settings

    Choose the sending time and working days for deals linked to a business. Set the steps and AI writing instructions in the pipeline automation. Set...

  • Bulk Follow-ups

    Generate and send follow-up messages for multiple overdue deals at once. How to get there: Go to CRM → Deals in the left menu → navigate to...

  • Customizing Pipeline Stages

    Use stages to show where each deal is in your process. Changes apply only to the selected pipeline. Open Deals, choose the pipeline, then open...

  • 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. How to get there: Go to CRM →...

  • Managing Deals

    Create, edit, and move deals through your sales pipeline. How to get there: Go to CRM → Deals in the left menu → click New Deal or click on an...

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