Help Center › Deals & Pipeline

💰 Deals & Pipeline

Deal management, pipeline stages, and revenue tracking.

📌 Pipeline Kanban Board
Use the drag-and-drop Kanban board to visually manage your sales pipeline.
Company Deal Templates
Pre-fill the repetitive parts of a new deal so reps only enter what is actually different each time.
Creating and Managing Deals
How to create deals, set values, and track opportunities through your pipeline.
New Deal Alerts
Tell admins and managers the moment a deal is opened, in-app and by email.
Setting Up Pipeline Stages
How to create and customize your sales pipeline stages.
The Deal Kanban Board
Drag deals between stages on a card board, with the same search and filters as the list view.
Who Can See a Deal: Ownership & Reassignment
Deals belong to the person who created them. Reps see their own; admins and managers see everything and can reassign.