Deals and the pipeline
Move deals through your stages.
Open CRM, then Deals. Your pipeline is a board of stages, from New lead onwards, and each deal shows its value, owner, source and next step. Switch to a table, or filter by owner, source or stage.
Open a deal for its whole history: the emails, calls and LinkedIn steps, with the record beside them. Press New deal to add one by hand.
Every deal keeps the route it came in by: a reply, a call, LinkedIn, an Insights signal or an inbound enquiry.
Keep reading
The Leads inbox
Read Every new enquiry in one place.
Create a deal from a reply
Read One click from a good reply to a deal.
Set up your CRM
Read Choose a starting point, and change anything afterwards.
Still stuck?Email us and a person will reply, usually within one business day.
Contact us