Sales and booking
Using the pipeline
Track every lead from first message to won or lost.
Video: The pipeline: add a deal, move it, mark it won or lost (1:06, with captions)
The pipeline shows each deal as a card in a column. Move the card as the deal moves forward.
Plans
- Starter: 1 pipeline.
- Growth: up to 5 pipelines.
- Pro: unlimited pipelines.
Your stages
Your account comes with stages that fit your type of business. We set them up from your intake form. You can rename them or add more in the pipeline settings.
Everyday use
- Click Opportunities in the left menu. Use the box at the top to pick your pipeline.
- A new lead appears as a card in the first column, usually New lead.
- To add one yourself, click Add opportunity. Choose the contact, type a name for the deal, add a value if you know it, then press Save.
- Drag the card to the next column when something changes.
- Open a card to see the chat, notes and tasks. The Status box shows Open.
- Set a value if you want to see the total in each column.
- Change Status to Won or Lost when it ends.
Good habits
- Move cards forward only. Do not drag a lead back to hide it.
- Add a note after each call.
- Close old deals so the board stays honest.
Run your sales from one place.
From $99 a month. Set up in one onboarding call.