Sales pipeline

Easy and clear sales funnels allow you to control your sales pipeline from one responsive field by precisely analyzing your progress and determining your next best move for success.

  • Please follow the steps for setup: Deals

  1. Filter Deal by Board & Pipeline
  2. Click to view Calendar
  3. Stages of Deal
  4. Click on the Deal Card to see details
  5. Click Add Deal

Click on the created Deal Card to transfer it to the next stage


Deal calendar

View sales phases from calendar section by months from Deal feature.

  • Please follow the steps for setup: Deals -> Calendar

  1. Filter Deals by Board & Pipeline
  2. Deals by months
  3. Details of Deals
  4. Click on Board

Please see Board & Pipeline settings from Sales Team Settings


How to add New Deal?

  • Please follow the steps for setup: Deals -> Add Deal

  1. Click Add Deal
  2. Insert Name for the Deal
  3. Click Save

Please see Board & Pipeline settings from Sales Team Settings


Edit Deals

  • Please follow the steps for setup: Deals -> Deal Card -> Deal details

  1. Insert Deal Name
  2. Insert Description for the Deal
  3. Write New Notes related with the Deal
  4. Assign the deal to team members
  5. Add Product & Service
  6. Add Companies
  7. Add Customers
  8. Click Save

Click on the Deal Card to edit the Deal

Last updated on by Jason-2020